中国热轧卷试图提价令海合会买家感到困惑
Chinese HRC price hike attempt confuses GCC buyers
海湾合作委员会的热轧卷买家注意到,一些中国钢厂试图提高价格,取消上周刚刚愿意提供的折扣。
Hot rolled coil buyers in the Gulf Cooperation Council are observing some Chinese mills attempting to raise their prices by eliminating discounts that they were willing to offer just last week.
然而,一家中国一线钢厂已将报价周环比下调10-15美元/吨,降至530美元/吨。该厂还表示,在春节假期前可能会进一步下调10美元/吨。
However, the top-tier Chinese mill has lowered its quotes by $10-15/tonne on-week to $530/t. It has indicated a potential further decrease of $10/t before the Chinese New Year holiday.
Kallanish(开阑商务信息咨询)获悉,买家对这些矛盾的信号感到困惑,中国和全球需求不足不太可能支持价格上涨。
Buyers are confused by the contradictory signals, with the lack of demand in China and globally unlikely to support any price increases, Kallanish notes.
上周末,阿曼一家管道制造商询价1万吨,通过一家贸易公司与中国一级供应商达成交易,3月份发货的平均有效价格为485美元/吨。
Towards the end of last week, an enquiry from an Omani pipemaker for 10,000 tonnes resulted in a deal through a trading house with a tier-one Chinese supplier at $485/t average effective for March shipment.
本周,中国一级(S235JR/SS400)热轧卷的初步报价为500-510美元/吨,3月份发货,2月份发货也有少量选择。2毫米SAE 1006热轧卷3月份发货的价格为515-525美元/吨,该供应商ESP生产线2月份发货的1.2毫米SPHT-1价格为555美元/吨。
This week, initial offers for ex-China tier-one base (S235JR/SS400) HRC are priced at $500-510/t for March shipment, with a few options available for February loading. 2mm SAE 1006 grade is priced at $515-525/t for March dispatch and 1.2mm SPHT-1 grade is offered at $555/t for February shipment from the ESP line of the supplier.
此外,日本主要企业的2毫米SAE级报价为520美元/吨,3月底或4月初装船;印度主要企业的报价从一周前的530-535美元/吨调整为525-530美元/吨,2月底/3月初装船。印度主要企业的价格下跌与当地货币贬值以及国内和出口市场情绪疲软有关,尤其是在欧洲。
In addition, 2mm SAE grade is available from the Japanese major at $520/t for loading in late March or early April, while the Indian major has adjusted to $525-530/t, from $530-535/t a week earlier, for loading in late February/early March. The Indian major's price drop was linked to local currency depreciation, and weak domestic and export market sentiment, particularly in Europe.
本周,再轧商分别发布两份询价。最大的一家再轧商将3月上半月装船的1.5万吨船货的目标价格定在500美元/吨或以下,4月初交货。由于交货期短,印度供应商似乎具有优势,即使其价格比其他供应商高出5-10美元/吨。
This week, two separate inquiries have been released by re-rollers. The largest re-roller is targeting at and below $500/t for a15,000t parcel loaded in the first half of March, with delivery in early April. Due to short lead times, the Indian supplier appears to have an advantage, even if its prices are $5-10/t higher than other suppliers.
所有价格均基于cfr阿曼苏哈尔、沙特阿拉伯达曼或阿拉伯联合酋长国杰贝阿里/阿布扎比港口。价格可能与上述水平相差5美元/吨,因港口卸货费而异,众所周知,尽管达曼港位于东海岸,但由于穿越红海的风险,沙特西部买家更愿意在达曼港卸货,因此达曼港出现长期拥堵。
All prices are based on cfr terms to Sohar, Oman; Dammam, Saudi Arabia; or Jebel Ali/Abu Dhabi, United Arab Emirates ports. Prices can vary from the above by $5/t depending on port discharge rates, as it is well known that the port of Dammam has for a long time experienced congestion, with western Saudi buyers preferring to discharge at Dammam despite it being on the east coast, due to Red Sea crossing risks.
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