印度国内卷材需求依然低迷
Indian domestic coil demand remains low
Kallanish（开阑商务信息咨询）获悉，由于供应过剩和进口压力，印度国内热轧卷和冷轧卷市场需求依然低迷。尽管印度人民党在马哈拉施特拉邦选举中获胜，市场情绪依然疲软。
Indian domestic hot and cold rolled coil market demand remains weak due to oversupply and import pressure. Sentiment remains muted despite the Bharatiya Janata Party (BJP) win in Maharashtra’s state election, Kallanish learns from sources.
印度国内贸易商说，需求依然疲软，价格周环比小幅下降。一位消息人士说：“我们没有看到需求趋势有任何好转迹象，本地和国际市场都是如此。”
Domestic traders say demand is still muted and prices are slightly lower week-on-week. A source notes: “We are not seeing any signs of improvement in the demand trend, either locally or [in the] international market.”
另一位消息人士说，市场正在等待马哈拉施特拉邦组成政府，这应该会使政策方向明朗化。
Another source says the market is awaiting the formation of a government in Maharashtra that should provide policy direction clarity.
不过，市场预计印度人民党在马哈拉施特拉邦选举中获胜将有助于宣布更多与基础设施和发展相关的项目，特别是在印度西部地区。
However, the market anticipates BJP’s Maharashtra election win will help with more infrastructure and development related project announcements, especially in the western region of India.
马哈拉施特拉邦的选举或立法会议结果在11月23日公布。印度人民党领导的“大联盟”在该邦以较大优势获胜。
Maharashtra’s state elections or legislative assembly results were announced on 23 November. The BJP-led Mahayuti alliance won by a large margin in the state.
马哈拉施特拉邦是一个重要的选举邦，其首府孟买是印度的金融市场中心。该邦也占印度钢铁业务的近60%。
Maharashtra is considered a significant election state as its capital Mumbai is the financial market centre in India. The state also accounts for nearly 60% of steel business in the country.
由于JSW Steel、Jindal Steel and Power（JSPL）和其他企业的新钢厂投产，印度市场面临供应过剩。持续的流动性短缺、进口压力、印度北方德里国家首都辖区的雾霾和空气质量恶化等其他因素也导致需求疲软进一步加剧。
The Indian market is facing oversupply due to the commissioning of new mills by JSW Steel, Jindal Steel and Power (JSPL) and others. Other factors such as an ongoing liquidity shortage, import pressure, smog and worsening air quality in Delhi National Capital Region, in northern India, are further adding to the demand weakness.
JSW Steel在卡纳塔克邦的500万吨/年热轧带钢机于4月投产，JSPL在奥里萨邦安古尔的600万吨/年热轧带钢机于1月投产（见Kallanish相关报道）。
JSW Steel’s 5 million tonnes/year hot-strip mill (HSM) in Karnataka went online in April, while JSPL commissioned a 6m t/y HSM in Angul, Odisha in January (see Kallanish passim).
印度国内热轧卷报价周环比小幅下降250印度卢比/吨（3美元/吨），IS2062/E250 BR热轧卷降至47,250-47,750印度卢比/吨（孟买交货价）。
Indian domestic HRC offer prices fell marginally, by INR 250/tonne ($3/t) week-on-week, to INR 47,250-47,750/t ex-Mumbai for IS2062/E250 BR grade.
印度国内冷轧卷报价周环比持平，IS513 O级冷轧卷为55,000-56,000印度卢比/吨（孟买交货价）。
Domestic CRC offers were flat on-week at INR 55,000-56,000/t ex-Mumbai, for IS513 Grade O.
印度国内热轧中厚板报价周环比也持平，基础E-250或S235同等级别为49,000-49,500印度卢比/吨（孟买交货价），镀锌板报价周环比下跌500印度卢比/吨至57,500印度卢比/吨（孟买交货价）。
Domestic HR plate offers also remained flat on-week at INR 49,000-49,500/t ex-Mumbai, for base E-250 or S235 equivalent grade, while domestic GI offers were down INR 500/t on-week at INR 57,500/t ex-Mumbai.
在进口市场，由于BIS证书到期，中国和越南仍未进入市场。中国的BIS证书于11月2日到期。由于印度正在对越南原产热轧卷进行反倾销调查，越南报价也已暂停。越南的BIS证书将于12月4日到期。
In the import market, China and Vietnam continued to remain out of the market due to BIS licence expiry. China's BIS licence expired on 2 November. Vietnam-origin offers have also paused due to the ongoing anti-dumping probe against Vietnam-origin HRC in India. Vietnam's BIS licence will expire on 4 December.
最新的中国原产商品级基础产品进口报价为490-495美元/吨fob中国或520-525美元/吨cfr印度港口。
Last heard China-origin import offers were at $490-495/t fob China or $520-525/t cfr Indian ports, for commercial-quality base grades.
日本和韩国的报价周环比持平，为525-530美元/吨cfr孟买，产品等级和发货时间类似。越南、日本、韩国和东盟与印度签有自由贸易协定，无需支付额外的7.5%基本关税，而中国产品目前需要支付该关税。
Japan and South Korean offers were heard flat on-week, at $525-530/t cfr Mumbai, for similar grades and shipment times. Vietnam, Japan, South Korea and the ASEAN bloc have free trade agreements with India and do not pay the additional 7.5% basic customs duty which China currently faces.
来自自由贸易协定国家（尤其是日本和韩国）的进口热轧中厚板报价周环比持平，S355等级约为550美元/吨cfr孟买，12月/1月发货。
Imported HR plate offers from FTA countries, notably Japan and South Korea, were flat on-week at around $550/t cfr Mumbai this week, for S355 grade, December/January shipment.
由于欧盟需求疲软和可能对印度产品征收反倾销税，印度热轧卷对欧盟国家的出口活动持续低迷（见相关报道）。
Indian HRC export activity to the EU continues to be weak due to factors such as weak EU demand and potential anti-dumping duties on Indian material (see separate article).
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