冷拔鋼管價格經過合理回調後高位運作中
臨近月末,冷拔鋼管價格多弱勢調整為主。對於下月行情,無錫無縫鋼管廠認為仍將維持高位,下面將從鋼廠開工率,庫存和冷拔鋼管新國標實施三方面進行解析。以唐山地區為例,無錫無縫鋼管廠分別截取瞭帶鋼,型材和建材自9月底到10月底的開工率。除帶鋼開工率保持在80%左右,型材和建材均保持在30%左右,且整體呈現下降趨勢。據瞭解,唐山地區受空氣質量不佳影響,环保限產政策執行仍較嚴格,一定程度抑制鋼廠的開工。較低的開工率,成為鋼廠挺價的一大有力支撐。
Towards the end of the month, the price adjustment of cold-drawn steel pipe is mainly weak. For next month's market, Wuxi Seamless Steel Tube Plant believes that it will remain at a high level. The following will be analyzed from three aspects: the start-up rate of steel mills, inventory and implementation of the new national standard for cold-drawn steel tubes. Taking Tangshan area as an example, Wuxi Seamless Steel Tube Plant intercepted strip steel, profile and construction materials from the end of September to the end of October. Except for the start-up rate of strip steel, profiles and building materials are maintained at about 30%, and the overall trend is downward. It is understood that the Tangshan area is affected by环氧地坪 the poor air quality, the implementation of the policy of environmental protection and production restriction is still stricter, to a certain extent, inh透水地坪ibiting the start of steel mills. Lower start-up rate has become a strong support for steel mill tender price. 自國慶假期歸來,庫存連續兩周下降,18日統計螺紋411.6萬噸降6.4%;線材135.6萬噸降7.1%,25日統計螺紋377.7萬噸降8.2%;線材121.2萬噸降10.7%。地產調控背景下多數房企加快趕工進度、在“年尾效應”即將到來之際,盡力提升資金回籠效率以及在國傢擴大基建投資的政策指引下,多地均開始瞭一批新的基建項目,對階段性鋼材需求量較大。庫存的大幅下滑,加重瞭商傢的挺價意願。
Since the National Day holiday, inventory has been declining for two consecutive weeks, with the 18-day statistical thread 4116,000 tons down by 6.4%; wire rod 1356,000 tons down by 7.1%, 25-day statistical thread 3777,000 tons down by 8.2%; wire rod 1212,000 tons down by 10.7%. Under the background of real estate regulation and control, most of the housing enterprises have accelerated the pace of construction, made every effort to improve the efficiency of fund withdrawal and under the guidance of the national policy of expanding capital investment, started a number of new infrastructure projects in many places, with a large demand for stage steel. The sharp decline in inventory has aggravated the willingness of merchants to bid.
編號為GB/T1499.2-2018的冷拔鋼管新國標於2018年2月6日發佈,將於2018年11月1日起正式實施。新國標的發佈將從根本上阻斷穿水鋼筋的市場流通,一定程度上增加對合金元素的需求。而作為生產配料的釩氮合金不但貨緊且價格高昂,無疑增加瞭螺紋的生產成本,成為抬高售價的又一影響因素。
The new national standard for cold-drawn steel tubes numbered GB/T1499.2-2018 was issued on February 6, 2018, and will be put into effect on November 1, 2018. The issuance of the new national standard will fundamentally block the market circulation of water-piercing reinforcing steel bar and increase the demand for alloy elements to a certain extent. Vanadium-nitrogen alloy, as a production ingredient, is not only tight but also expensive, which undoubtedly increases the production cost of threads and becomes another influencing factor to raise the price.
綜合來看,11月份需求雖有所弱化,但利好因素仍趨於主導,且隨著采暖季的來臨,供應端承壓有所收縮。故無錫無縫鋼管廠認為,冷拔鋼管價格經過合理回調後,仍將在高位運行。
Generally speaking, although demand weakened in November, the favorable factors still tended to dominate, and with the coming of the heating season, the pressure at the supply side contracted. Therefore, Wuxi Seamless Steel Tube Factory believes that the price of cold-drawn steel tube will still run at a high level after reasonable callback.