泰国国内长材市场疲软
Thailand's domestic longs market weakens
Kallanish（开阑商务信息咨询）报道，泰国长材市场疲软。曼谷贸易人士说，建筑钢材项目实施缓慢，库存过剩将意味着泰国钢材需求受到抑制。
The Thai market for long steel has weakened,Kallanish notes. Construction steel projects are slow to be implemented and stock overhang will mean that Thai steel buying appetite is depressed, Bangkok-based trading sources say.
国内价格也在下滑。一位贸易商说：“本月螺纹钢价格下跌超过1,000泰铢/吨（28美元/吨）。方坯和废钢价格也有所下降。”一位曼谷贸易商说，用户和库存商目前有2-3个月的库存，而通常情况下是1.5-2个月。他说：“他们不会再买了。”上周五，当地螺纹钢价格为18,400泰铢/吨（511美元/吨），交付给库存商/终端用户。
Domestic prices have also been sliding. “The price of rebar has fallen by more than THB 1,000/tonne [$28/t] this month. Billet and scrap prices also dropped,” one trader notes.Users and stockists currently have 2-3 months' stocks when the usual is 1.5-2 months, a Bangkok trader observes. “They cannot buy anymore,” he notes. Last Friday, local rebar prices were prevailing at THB 18,400/t ($511/t) delivered to stockists/end-users.
《曼谷邮报》援引塔塔钢铁（泰国）公司总裁兼首席执行官Tarun Kuma Daga的话说，今年前五个月，由于建筑项目支出减少以及来自中国的廉价进口钢材的压力，泰国钢材销售低迷。1月至5月期间，成品钢材消费量同比下降8.7%，降至247万吨，钢材总体消费量同比下降6.9%。
Thai steel sales were sluggish during the first five months of this year on lower construction project spending and amid pressure from cheap steel imports from China, president and chief executive of Tata Steel (Thailand), Tarun Kuma Daga, is quoted as saying in theBangkok Post. Consumption of finished steel products fell by 8.7% year-on-year to 2.47 million tonnes and overall steel consumption by 6.9% during January-May.
塔塔钢铁公司（泰国）公司预计，2024年的钢材消费总量将与2023年持平，为1,630万吨，这主要是由于政府2024财年的预算拨款推迟以及建筑业发展放缓。由于预算支出已于3月份获得批准，他预计第三季度政府建筑和基础设施项目将有所回升。
Tata Steel (Thailand) expects total steel consumption in 2024 to remain flat from 2023 at 16.3mt, mainly due to a delay in the government's budget allocation for fiscal 2024 and a slowdown in the construction sector. As budget spending approval was granted in March, he expects a pick-up in government construction and infrastructure projects in the third quarter.
他指出，1-5月份中国对东盟的钢材出口同比增长20.3%，达到4,550万吨。来自中国的盘条进口量同比增长10%，达到56.6万吨。去年，泰国进口的中国盘条同比增长9%，达到122万吨。
He notes that Chinese steel exports to ASEAN during January-May rose by 20.3% year-on-year to 45.5mt.Imports of Chinese wire rod rose by 10% to 566,000t. Last year, Thai imports of Chinese wire rod rose by 9% y-o-y to 1.22mt.
Daga说，中国供应商直接向泰国出口钢材，或通过从邻国转口间接向泰国出口钢材。不过，他指出钢铁出口行业“仍然健康”。塔塔钢铁（泰国）公司正专注于出口，尤其是向新兴市场出口，以弥补国内销售的下降。
Chinese suppliers have been directly exporting steel to Thailand or indirectly to Thailand via re-export from neighbouring countries, Daga says. However, he notes the steel export sector “is still healthy”. Tata Steel (Thailand) is focusing on exports particularly to new emerging markets to compensate for the drop in its domestic sales.
5月份，泰国的钢铁产量有所回升，钢铁消费量也有所上升，但同期的钢铁进出口量均呈下降趋势。
Thailand's steel production rebounded in May, while steel consumption inched higher, with both steel imports and exports showing a downward trend in the period.
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