ND鋼管即使目前價格已經處於低點,ND鋼管商家也都謹(jǐn)慎不敢貿然囤貨;另一方麵,據反映(yìng),下遊廠商受困於資金問題的不在(zài)少數(shù),並且由於(yú)春節臨近,休假離市的也開始增(zēng)加。因此春節假期前(qián),需求量將繼續下滑,ND鋼管供高需低的矛盾或也愈發明(míng)顯。3.鋼坯(pī)流通資源持續偏緊,並且目前價位相對較低,ND鋼管商家出現惜售情緒,上周北方(fāng)市(shì)場除唐山略(luè)有上(shàng)漲外,其餘基本穩中盤整,預計此現象或延(yán)續;鐵礦石窄幅盤整,選廠關停較多,礦貿商也暫停拿貨,ND鋼管市場(chǎng)成交(jiāo)趨少,商家維持低庫存觀望(wàng),短期內(nèi)上下行波動幅度(dù)或有限,整(zhěng)體盤整(zhěng)為主。因此對下遊熱(rè)軋(zhá)市場而言,原料對其尚有一定支撐(chēng)。
Even if the price of ND steel pipe is already at a low point, ND steel pipe merchants are cautious not to rush into stockpiling; on the other hand, it is reported that downstream manufacturers are not limited to financial problems, and due to the approaching Spring Festival, vacations are also beginning to increase. Therefore, before the Spring Festival holidays, demand will continue to decline, and the contradiction between high supply and low demand of ND steel pipe is becoming more and more obvious. 3. Billet circulation resources continue to be tight, and the current price is relatively low. ND steel pipe merchants are reluctant to sell. Last week, the northern market, except Tangshan, rose slightly, remained basically stable and consolidated, which is expected to continue; iron ore narrow consolidation, more shutdown of concentrators, mining traders also suspended taking goods, ND steel pipe market turnover tends to be less, merchants maintain a low inventory outlook, and move up and down in the short term. Fluctuation range or limited, the overall consolidation is the main. Therefore, for the downstream hot rolling market, raw materials still have some support. 近來隨著市場上原材(cái)料的不(bú)斷上漲,ND鋼(gāng)管需要的原材料自然也(yě)跟著上漲了。並且(qiě)在這些因素的影響下,ND鋼(gāng)管價格也有望繼(jì)續升(shēng)高,人們對ND鋼管的需求可能一定程度上會減少,但是從整體來看,ND鋼管還不至於出現產能過剩,需求不足也隻是近(jìn)期情況。因為ND鋼管市場(chǎng)在一些比較(jiào)大的領域,比如建築領(lǐng)域還是(shì)十分廣泛的。所以我們先看一(yī)下ND鋼管市場情況!
Recently, with the continuous increase of raw materials in the market, the raw materials needed for ND steel pipes have naturally increased. And under the influence of these factors, ND steel pipe prices are expected to continue to rise, people's demand for ND steel pipe may be reduced to a certain extent, but overall, ND steel pipe production capacity is not excessive, the lack of demand is only a recent situation. Because ND steel pipe market is still very extensive in some relatively large areas, such as construction. So let's take a look at the ND steel pipe market first!
第一,ND鋼(gāng)管為什麽市場需求減少
First, why does the market demand of ND steel pipe decrease?
1.近期市場需求相對(duì)清淡,部分商家基(jī)本(běn)沒有出貨,且鑒於高昂的資金成本和後市極(jí)不確定性,也不願入市采購,因此,目前市場主流報價延續了弱跌的低迷運行。對於(yú)明日,因短期利空氛圍較濃,預(yù)計明(míng)日主流報價(jià)仍有下(xià)跌的空間。具體看來,進口礦市場延續漲勢。
1. Recent market demand is relatively light, and some businesses have not shipped, and in view of the high cost of capital and the uncertainty of the future market, they are reluctant to enter the market for purchasing. Therefore, the current market mainstream quotation continues the weak downturn. For tomorrow, due to the strong short-term negative atmosphere, it is expected that there is still room for the mainstream quotation to fall tomorrow. Specifically, the import mining market continues to rise.
2.外盤方麵:受昨夜鐵礦石期貨漲停影響,ND鋼管市場活躍度較高,盡管報價未有調整,MNP粉維持在72美元左右(yòu)的價格但(dàn)詢盤情況有所好轉,今日平(píng)台成交的62%PB粉追漲至71.6美元。
2. External trading: Affected by the fluctuation of iron ore futures last night, the ND steel pipe market is more active. Although the quotation has not been adjusted, the price of MNP powder remains at about $72, but the inquiry situation has improved. Today, 62% of PB powder traded on the platform has surged to $71.6.
第二(èr),ND鋼管市場未來(lái)幾個月的走(zǒu)勢是(shì)什麽(me)
Second, what is the trend of ND steel pipe market in the coming months?
1.港口現貨方麵:貿易商看漲心態漸起,目前美國推(tuī)QE3、QE4,將寬鬆政策進行(háng)到底;日(rì)本再推量化寬鬆政策,以刺激經濟發展;歐洲為解決債務危機(jī),除(chú)印錢減稅(shuì)基本無其他手段可言;中國元旦後各項貸款利率已(yǐ)下調(diào),基建項目增多,推進城(chéng)鎮化發展,均勢必將加大各項資金發放力度。因此寬鬆的貨幣(bì)政策,大量的流動性為全(quán)球ND鋼管上漲孕育了溫床。今日報價上漲10元左右,鋼廠擔憂後市繼續上(shàng)漲從而積極加大補庫力度。
1. Port Spot: Traders'bullish mentality is gradually rising. At present, the United States pushes QE3 and QE4 to the end; Japan pushes QE4 to stimulate economic development; Europe has no other means to solve the debt crisis except printing money and tax reduction; after New Year's Day, the interest rates of loans have been lowered, infrastructure projects have increased and urbanization has been promoted, and the balance of power will increase. Efforts to distribute funds. Therefore, loose monetary policy and a large amount of liquidity have bred a hotbed for the global ND steel pipe rise. Today's quotation rose by about 10 yuan. Steel mills are worried that the market will continue to rise, thus actively increasing the efforts of replenishment.
2.需求方麵。一方麵,由於前兩年(nián)冬儲失敗的經驗,即使目前價格已經處於低點,ND鋼管商家也都謹慎不敢貿然(rán)囤貨;另一方麵,據反映,下遊廠商受困(kùn)於資金(jīn)問題的不在少數,並(bìng)且由於春節臨(lín)近(jìn),休假離市的也開(kāi)始增加。因此春(chūn)節假(jiǎ)期前,需求量將繼續下滑,ND鋼管供高需低的矛盾或也愈(yù)發明顯。3.鋼(gāng)坯流通資源持續偏緊,並且目(mù)前價位相對較低,ND鋼管商家出現惜售情緒,上周北方市場除唐山略有上漲外,其餘基本穩(wěn)中盤整,預計此現(xiàn)象或延續;鐵礦石(shí)窄幅盤整,選廠關停(tíng)較(jiào)多,礦貿商也暫停拿貨,ND鋼(gāng)管市(shì)場成交(jiāo)趨少,商家維持低庫(kù)存觀望,短期內上下行波動幅度或有限(xiàn),整體盤整為主。因此對下(xià)遊熱軋市場而言,原料對其(qí)尚(shàng)有一定支撐。
2. Demand. On the one hand, due to the experience of the failure of winter storage in the past two years, ND steel pipe merchants are wary of stockpiling even though the price is at a low point. On the other hand, it is reported that downstream manufacturers are not limited to capital problems, and as the Spring Festival is approaching, vacations are also beginning to increase. Therefore, before the Spring Festival holidays, demand will continue to decline, and the contradiction between high supply and low demand of ND steel pipe is becoming more and more obvious. 3. Billet circulation resources continue to be tight, and the current price is relatively low. ND steel pipe merchants are reluctant to sell. Last week, the northern market, except Tangshan, rose slightly, remained basically stable and consolidated, which is expected to continue; iron ore narrow consolidation, more shutdown of concentrators, mining traders also suspended taking goods, ND steel pipe market turnover tends to be less, merchants maintain a low inventory outlook, and move up and down in the short term. Fluctuation range or limited, the overall consolidation is the main. Therefore, for the downstream hot rolling market, raw materials still have some support.






