越南国内热轧卷价格下滑
Vietnamese domestic HRC prices slide
Kallanish（开阑商务信息咨询）报道，越南热轧卷市场继续疲软，当地一家生产商将国内价格降至低于其竞争对手的水平。
The Vietnamese hot rolled coil market continues to weaken with a local producer cutting domestic prices below that of its competitor, Kallanish notes.
越南和其他地区即将出现的新供应量，以及对进口中国热轧卷征收反倾销税的前景，都是近期密切关注的因素，以确定其对市场的影响。
Pending new supply in Vietnam and other regions, and the prospect of anti-dumping duties on Chinese HRC imports are near-term factors being observed closely for their impact on the market.
越南热轧带钢生产商台塑河静钢铁公司（FHS）于12月10日宣布下调2月份发货的热轧卷国内价格。对于2万吨及以上的预订量，该公司的非精整热轧卷价格为13,145越南盾/公斤（519美元/吨）cfr越南南部，而上个月的价格为13,530越南盾/公斤。
Vietnamese hot strip producer Formosa Ha Tinh Steel (FHS) announced on 10 December a price cut in its domestic prices for HRC for February shipment. For bookings of 20,000 tonnes and more, the mill’s non-skin passed HRC was set at VND 13,145/kg ($519/tonne) cfr southern Vietnam, compared to VND 13,530/kg last month.
该公司为不同预定量设定了价格范围，数量越大，价格越低。对于1万至2万吨的订单，该公司的最新销售价格为522美元/吨cfr，5000-10,000吨为525美元/吨cfr，2,000-5,000吨为528美元/吨cfr，2,000吨以下为531美元/吨cfr。
The mill has a price range for different tonnages, with larger quantities sold at lower prices. For orders of 10,000-20,000t, the firm’s latest sales price is $522/t cfr, for 5,000-10,000t, $525/t, for 2,000-5,000t, $528/t and for up to 2,000t, $531/t cfr.
FHS的最新价格低于其竞争对手。Hoa Phat集团于12月2日公布了2月/3月发货的非精整SAE1006或SS400级热轧卷价格，约为527美元/吨（13,370越南盾/公斤）cfr越南南部。
FHS’s latest prices are set lower than its rival mill. Hoa Phat Group announced on 2 December its prices for non-skin passed SAE1006 or SS400 grade HRC for February/March shipment of around $527/t (VND 13,370/kg) cfr southern Vietnam.
越南的再轧商面临着国内和出口市场对涂层产品需求不足的问题。
Re-rollers in Vietnam are facing poor demand for coated products domestically and in export markets.
与此同时，Hoa Pha正在进行的Dung Quang 2号扩建项目的第二座高炉最近投入使用。300吨高炉转炉设备已开始生产板坯，而热轧带钢机的热试预计将于12月底开始。
Meanwhile, Hoa Pha recently commissioned its second blast furnace plant at its ongoing Dung Quang 2 expansion project. The 300-tonne BF converter plant has started producing slab, while hot trials of the mill’s hot strip mill are only targeted to start in late December.
一位知情人士说：“热轧卷的商业化生产应于2025年第一季度末开始。”他补充说，Hoa Phat目前生产300万吨热轧卷，明年将增加250万吨，FHS的热轧卷产量为450万吨，但越南的热轧卷年需求总量约为1,300-1,400万吨。
“Commercial HRC production should commence by [the] end of first-quarter 2025,” an informed source says. Hoa Phat currently produces 3mt of HRC and will produce 2.5mt more next year, FHS's HRC production is 4.5mt but Vietnamese annual HRC demand totals around 13-14mt, he adds.
该集团新的热轧卷产能投产适逢针对中国和印度热轧卷的反倾销调查公布结果。一位河内贸易商说，对原产于中国的进口热轧卷征收反倾销税将有助于Hoa Phat的热轧卷销售。他补充说：“Hoa Phat将在2025年变得非常强大。”
The group’s new HRC capacity will coincide with the results of a pending antidumping investigation against HRC from China and India. The imposition of anti-dumping duties on China-origin HRC imports will help Hoa Phat in its HRC sales, a Hanoi trader says. “Hoa Phat will be very strong in 2025,” he adds.
马来西亚Eastern Steel的消息人士称，该公司年产200万吨的热轧带钢机预计也将在12月下旬生产出第一批钢卷。该钢铁制造商计划向国内和出口市场销售热轧卷产品。
Malaysia’s Eastern Steel is also expected to produce its first coil at its 2m t/year hot strip mill by late December, company sources say. The steelmaker plans to sell HRC products to the domestic and export markets.
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