ND钢管即使目前价格已经处于低点,ND钢管商家也都谨慎不敢贸然囤货;另一方面,据反映,下游厂商受困于资金问题的不在少数,并且由于春节临近,休假离市的也开始增加。因此春节假期前,需求量将继续下滑,ND钢管供高需低的矛盾或也愈发明显。3.钢坯流通资源持续偏紧,并且目前价位相对较低,ND钢管商家出现惜售情绪,上周北方市场除唐山略有上涨外,其余基本稳中盘整,预计此现象或延续;铁矿石窄幅盘整,选厂关停较多,矿贸商也暂停拿货,ND钢管市场成交趋少,商家维持低库存观望,短期内上下行波动幅度或有限,整体盘整为主。因此对下游热轧市场而言,原料对其尚有一定支撑。
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. 近来随着市场上原材料的不断上涨,ND钢管需要的原材料自然也跟着上涨了。并且在这些因素的影响下,ND钢管价格也有望继续升高,人们对ND钢管的需求可能一定程度上会减少,但是从整体来看,ND钢管还不至于出现产能过剩,需求不足也只是近期情况。因为ND钢管市场在一些比较大的领域,比如建筑领域还是十分广泛的。所以我们先看一下ND钢管市场情况!
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钢管为什么市场需求减少
First, why does the market demand of ND steel pipe decrease?
1.近期市场需求相对清淡,部分商家基本没有出货,且鉴于高昂的资金成本和后市极不确定性,也不愿入市采购,因此,目前市场主流报价延续了弱跌的低迷运行。对于明日,因短期利空氛围较浓,预计明日主流报价仍有下跌的空间。具体看来,进口矿市场延续涨势。
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.外盘方面:受昨夜铁矿石期货涨停影响,ND钢管市场活跃度较高,尽管报价未有调整,MNP粉维持在72美元左右的价格但询盘情况有所好转,今日平台成交的62%PB粉追涨至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,ND钢管市场未来几个月的走势是什么
Second, what is the trend of ND steel pipe market in the coming months?
1.港口现货方面:贸易商看涨心态渐起,目前美国推QE3、QE4,将宽松政策进行到底;日本再推量化宽松政策,以刺激经济发展;欧洲为解决债务危机,除印钱减税基本无其他手段可言;中国元旦后各项贷款利率已下调,基建项目增多,推进城镇化发展,均势必将加大各项资金发放力度。因此宽松的货币政策,大量的流动性为全球ND钢管上涨孕育了温床。今日报价上涨10元左右,钢厂担忧后市继续上涨从而积极加大补库力度。
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.需求方面。一方面,由于前两年冬储失败的经验,即使目前价格已经处于低点,ND钢管商家也都谨慎不敢贸然囤货;另一方面,据反映,下游厂商受困于资金问题的不在少数,并且由于春节临近,休假离市的也开始增加。因此春节假期前,需求量将继续下滑,ND钢管供高需低的矛盾或也愈发明显。3.钢坯流通资源持续偏紧,并且目前价位相对较低,ND钢管商家出现惜售情绪,上周北方市场除唐山略有上涨外,其余基本稳中盘整,预计此现象或延续;铁矿石窄幅盘整,选厂关停较多,矿贸商也暂停拿货,ND钢管市场成交趋少,商家维持低库存观望,短期内上下行波动幅度或有限,整体盘整为主。因此对下游热轧市场而言,原料对其尚有一定支撑。
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.