據了解,多月來,濟鋼代理商一直在被一股“寒意”所籠罩。高企的社會庫存、低迷的需求,作為鋼市傳統旺季的3月份就在這種糾結和掙扎中悄然走過。而現在隨著基建等回暖跡象明顯,4月份的鋼市是否能真的讓貿易商們“得償所愿”呢
It is understood that, over the past few months, Jinan Iron and steel agents have been shrouded in a "chill". High social inventory, sluggish demand, as the city's traditional peak season in March, in this tangled struggle and quietly walked. Now, with the obvious signs of warming infrastructure, the steel market in April can really make traders "get what they want"?
長期以來,高企的庫存是鋼市難以復蘇的“一塊心病”,可是最近這塊“心病”有了好轉的跡象。數據顯示,截至3月22日,全國主要城市鋼材庫存為2201.93萬噸,環比下降2%;全國主要城市螺紋鋼庫存為1073.34萬噸,環比下降1.4%。隨著國內需求的陸續集中釋放,自3月下旬開始,國內鋼材庫存逐步從高位回落。
For a long time, high inventories have been a "hard nut to crack" in the steel market, but recently this "heart disease" has shown signs of improvement. Data show that as of March 22nd, the country's major cities steel inventories 22 million 19 thousand and 300 tons, a decline of 2%; the country's major cities rebar inventory of 10 million 733 thousand and 400 tons, down 1.4%. With the gradual release of domestic demand, since late March, the domestic steel stocks gradually dropped from high.
據調查了解得知,這是2013年以來社會庫存首次出現下降。而另一方面,濟鋼代理商粗鋼產量在2月份暴漲之后也出現了一定程度的回落。據中鋼協統計,3月上旬,中鋼協會員企業粗鋼日均產量為167.55萬噸,環比下降3.28%;3月上旬,重點企業粗鋼產量環比已開始出現回落,說明部分鋼廠受虧損影響已經開始加大減產檢修力度。而這無疑更有利于社會庫存的進一步消化,為4月份鋼市的回暖打好基礎。
According to the survey found that this is the first decline in social inventories since 2013. On the other hand, the crude steel output of Jinan Iron and Steel Co., Ltd. also rose to some extent after the surge in February. According to the China Steel Association statistics, in early March, crude steel enterprises Steel Association member average daily output of 1 million 675 thousand and 500 tons, a decline of 3.28%; in early March, key enterprises crude steel production chain has begun to fall, that mills by losses have started to increase efforts to cut maintenance. And this is undoubtedly more conducive to further digestion of social stock, for the steel market in April to pick up a good foundation.
社會庫存的下降,是否真的意味著鋼市下游需求真正的打開,貿易商們的“好日子”就要到來了呢帶著這個疑問走訪了唐山當地多個鋼材市場的貿易商,在他們看來,事情并沒有表面那樣簡單。
A decline in social inventory, whether it means lower demand for Steel City real open, traders of "good day" is coming with this question of Tangshan visited a number of local steel market traders, in their view, things are not as simple as surface.
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