市場(chǎng)人士預(yù)計(jì)美國(guó)廢鋼市場(chǎng)不會(huì)復(fù)蘇

鋼鐵快報(bào)：“7月價(jià)格出人意料地下降。雖然我們確信價(jià)格會(huì)下降，但優(yōu)質(zhì)廢鋼145-150美元/噸和舊廢鋼30-35美元/噸的降幅令人意外。雖然現(xiàn)在邊角廢鋼價(jià)格具有競(jìng)爭(zhēng)力，但由于板材銷售疲軟，需求并未走強(qiáng)。”

鋼鐵快報(bào)：“考慮到邊角廢鋼與碎廢鋼之間的差價(jià)已經(jīng)達(dá)到40-50美元/長(zhǎng)噸的最低水平，我們預(yù)計(jì)邊角廢鋼需求會(huì)走強(qiáng)。但是，由于訂單量低，板材廠不愿購(gòu)買廢鋼。對(duì)舊廢鋼和碎廢鋼的需求更強(qiáng)?！?/p>

鋼鐵快報(bào)：“考慮到全球市場(chǎng)的疲軟情緒，我認(rèn)為8月交易中，碎廢鋼和邊角廢鋼價(jià)格必將進(jìn)一步下跌。”他預(yù)計(jì)，碎廢鋼與邊角廢鋼之間的差價(jià)將進(jìn)一步收窄。

鋼鐵快報(bào)：“土耳其的需求很可能不會(huì)像開齋節(jié)假期前那樣強(qiáng)勁。上周，在土耳其假期期間，隨著中國(guó)市場(chǎng)下跌，全球市場(chǎng)情緒已經(jīng)惡化，由于高價(jià)購(gòu)買廢鋼，土耳其的鋼材價(jià)格目前在全球市場(chǎng)上已經(jīng)沒有競(jìng)爭(zhēng)力。他們應(yīng)該會(huì)先衡量一下鋼材銷售情況?！?/p>

“Most probably, Turkey’s demand will not be as strong as before the Eid holiday. Last week, during Turkey’s holiday, the sentiment has worsened in the global market with the slump in China and Turkey’s steel prices are now no more competitive in the global market due to high-priced scrap purchases. They should initially wish to gauge the situation in steel sales,” says a US trader.

在土耳其，市場(chǎng)人士認(rèn)為，美國(guó)原產(chǎn)的HMS 1&2 80:20廢鋼價(jià)格在開齋節(jié)前達(dá)到408-410美元/噸cfr，短期內(nèi)有可能跌破400美元/噸cfr的水平，因?yàn)樵谥芤贿_(dá)成的交易中，波羅的海原產(chǎn)的HMS 1&2 80:20廢鋼價(jià)格已經(jīng)下降到400-402美元/噸cfr。在長(zhǎng)假過(guò)后的工作日，廢鋼需求依然疲軟，而大多數(shù)市場(chǎng)人士預(yù)計(jì)整個(gè)星期都將保持不變。

In Turkey, market participants believe that US-origin HMS 1&2 80:20 price, which reached $408-410/t cfr before the Eid-holiday, is likely to fall below $400/t cfr levels in the short term as Baltic-origin HMS 1&2 80:20 prices have already decreased to $400-402/t cfr on the bookings disclosed in the market on Monday. Scrap demand has remained weak on the business day after a long holiday, while most market players expect it to remain unchanged throughout the week.

在西海岸，由于中國(guó)市場(chǎng)下跌，日本報(bào)價(jià)競(jìng)爭(zhēng)激烈，鋼材銷售低迷，買家對(duì)廢鋼的需求相當(dāng)疲軟，市場(chǎng)形勢(shì)也不樂觀。原產(chǎn)于美國(guó)的集裝箱裝運(yùn)HMS 1&2 80:20廢鋼報(bào)價(jià)在360-365美元/噸cfr臺(tái)灣左右，臺(tái)灣買家在周一似乎無(wú)法接受。

On the West Coast, the market situation is no brighter as buyers’ demand for scrap is quite weak amid the slump in the Chinese market, competitive Japanese offers and low steel sales. US-origin containerised HMS 1&2 80:20 offers at around $360-365/t cfr Taiwan do not seem acceptable for Taiwanese buyers on Monday.

備注：數(shù)據(jù)僅供參考，不作為投資依據(jù)。