本周方管市场价格震荡趋稳。截至9月12日,国内重点城市16-25mm普板均价3800元(吨价,下同),较上个交易日下跌3元,较上周基本持平,较上月同期跌51元。本周开盘,在基本面利好消息余温影响下,期货市场继续高位震荡,与此同时,现货市场情绪高涨,价格小幅追高,但随着行情继续,方管表现却不如人 愿。据各地方管反馈,近日虽期货飘红拉拽,但对现货影响力度偏弱,国内方管市场价格上涨幅度并不大。另外,由于各地贸易环节的投机需求释放不大,市场仍 以刚需为支撑,因此价格上涨动力不足,且市场成交受到限制。
This week the market price shocks have stabilized. As of September 12, the average price of 16-25mm board in key cities in China was 3800 yuan (ton price, the same below), which was 3 yuan lower than the previous trading day, basically unchanged from last week, and 51 yuan lower than the same period last month. At the beginning of this week, the futures market continued to oscillate at a high level under the influence of the good basic news. At the same time, the sentiment of the spot market was high and the price was slightly higher. However, as the market continued, the performance of Fang Guan was not as good as expected. According to feedback from traders around the world, although futures have been fluttering in recent days, the impact on spot is weak, and the price rise in the domestic market is not large. In addition, due to the small release of speculative demand in trade links around the world, the market is still supported by just demand, so the momentum of price rise is insufficient, and market transactions are limited. 现华北区域在70周年大庆以及钢企限产、国家降准的支撑下稳中上调,不过,在钢企开工相对高位,钢材产量继续上升的情况下,供需略为矛盾,多空博 弈,价格较为纠结。华东及华南市场对限产敏感度较低,在钢企产量增加以及需求不旺的影响下,价格上涨相对困难,不过,由于当地市场挺价意愿较高,因此价格 相对于华北表现平稳,变化幅度不是很大。另外,华南地区算是市场消化地,需求亦北方强,因此价格支撑力度仍存。
Now the North China region has steadily increased under the support of the 70th anniversary celebration and the restriction of production by steel enterprises and the reduction of national standards. However, in the case of relatively high start-up of steel enterprises and continuous increase of steel production, supply and demand are slightly contradictory, multi-empty game and price is more tangled. Eastern and southern China markets are less sensitive to production restriction. Under the influence of the increase of steel production and weak demand, price increases are relatively difficult. However, due to the high willingness of local market to bid, prices are stable relative to North China, and the range of change is not very large. In addition, South China is a market digestion, demand is also strong in the North, so price support is still strong.
据中钢协统计数据显示,2019年8月中旬重点钢企粗钢日均产量205.42万吨,旬环比增加0.62万吨,增长0.3%;钢材库存量为1314.99万吨,旬环比增加28.64万吨,上升2.23%。
According to the statistics of China Steel Association, the average daily output of crude steel in key steel enterprises in mid-August 2019 was 2.0542 million tons, with an increase of 0.62 million tons in ten-year cycle and an increase of 0.3% in ten-year cycle, and the stock of steel was 13.1499 million tons, with an increase of 286.4 million tons in ten-year cycle and an increase of 2.23%.
目前,国内主导城市邯郸、唐山、天津、江阴、上海方管主流价格在3660、3680、3650、3780、3780元左右,华北城市价格较上周同 期稳中有降,华东城市略有上涨,较为坚挺。今日来看,午盘后市,期货突涨,商家情绪有所升温,且部分市场成交回转,于价格形成支撑,然而现中秋临近之时, 方管厂家谨慎观望心态较重,且市场低价出货现象依存,因此价格基本仍持稳。
At present, the mainstream prices of Handan, Tangshan, Tianjin, Jiangyin and Shanghai are around 3660, 3680, 3650, 3780 and 3780 yuan. The prices of cities in North China have dropped steadily compared with the same period last week, while those in East China have risen slightly and are relatively strong. Today, in the afternoon market, futures soared, business sentiment warmed up, and some markets turned around to support prices. However, when the Mid-Autumn Festival is approaching, business cautious wait-and-see mentality is heavier, and the phenomenon of low-price market delivery is dependent, so prices remain basically stable.
方管厂家方面:截至发稿,津冀鲁豫方管厂日均方管产量6.47万吨,产能利用率81%,周比降近5个百分点。另外,在成交不佳的影响下,北方方管厂总结单量表现欠佳。综合而言,若无重磅消息刺激,钢企开工继续下降,短期内国内方管市场价格或震荡趋强运行。
As far as square pipe manufacturers are concerned, the daily average square pipe output of Tianjin-Hebei-Shandong-Henan square pipe plants is 64.7 million tons, the productivity utilization rate is 81%, and the weekly ratio is reduced by nearly 5 percentage points. In addition, under the influence of poor turnover, the performance of the summary sheet of the Northern Pipe Factory is not good. Generally speaking, without heavy news stimulation, steel enterprises continue to decline in construction, and in the short term, domestic market prices or shocks tend to run stronger.
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