市場人士預計美國廢鋼市場不會復蘇

鋼鐵快報：“7月價格出人意料地下降。雖然我們確信價格會下降，但優(yōu)質廢鋼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)在邊角廢鋼價格具有競爭力，但由于板材銷售疲軟，需求并未走強?！?/p>

鋼鐵快報：“考慮到邊角廢鋼與碎廢鋼之間的差價已經(jīng)達到40-50美元/長噸的最低水平，我們預計邊角廢鋼需求會走強。但是，由于訂單量低，板材廠不愿購買廢鋼。對舊廢鋼和碎廢鋼的需求更強?！?/p>

鋼鐵快報：“考慮到全球市場的疲軟情緒，我認為8月交易中，碎廢鋼和邊角廢鋼價格必將進一步下跌?！彼A計，碎廢鋼與邊角廢鋼之間的差價將進一步收窄。

鋼鐵快報：“土耳其的需求很可能不會像開齋節(jié)假期前那樣強勁。上周，在土耳其假期期間，隨著中國市場下跌，全球市場情緒已經(jīng)惡化，由于高價購買廢鋼，土耳其的鋼材價格目前在全球市場上已經(jīng)沒有競爭力。他們應該會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，市場人士認為，美國原產(chǎn)的HMS 1&2 80:20廢鋼價格在開齋節(jié)前達到408-410美元/噸cfr，短期內有可能跌破400美元/噸cfr的水平，因為在周一達成的交易中，波羅的海原產(chǎn)的HMS 1&2 80:20廢鋼價格已經(jīng)下降到400-402美元/噸cfr。在長假過后的工作日，廢鋼需求依然疲軟，而大多數(shù)市場人士預計整個星期都將保持不變。

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，由于中國市場下跌，日本報價競爭激烈，鋼材銷售低迷，買家對廢鋼的需求相當疲軟，市場形勢也不樂觀。原產(chǎn)于美國的集裝箱裝運HMS 1&2 80:20廢鋼報價在360-365美元/噸cfr臺灣左右，臺灣買家在周一似乎無法接受。

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)。