据了解,多月来,济钢代理商一直在被一股“寒意”所笼罩。高企的社会库存、低迷的需求,作为钢市传统旺季的3月份就在这种纠结和挣扎中悄然走过。而现在随着基建等回暖迹象明显,4月份的钢市是否能真的让贸易商们“得偿所愿”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"?
长期以来,高企的库存是钢市难以复苏的“一块心病”,可是最近这块“心病”有了好转的迹象。数据显示,截至3月22日,全国主要城市钢材库存为2201.93万吨,环比下降2%;全国主要城市螺纹钢库存为1073.34万吨,环比下降1.4%。随着国内需求的陆续集中释放,自3月下旬开始,国内钢材库存逐步从高位回落。
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.
据调查了解得知,这是2013年以来社会库存首次出现下降。而另一方面,济钢代理商粗钢产量在2月份暴涨之后也出现了一定程度的回落。据中钢协统计,3月上旬,中钢协会员企业粗钢日均产量为167.55万吨,环比下降3.28%;3月上旬,重点企业粗钢产量环比已开始出现回落,说明部分钢厂受亏损影响已经开始加大减产检修力度。而这无疑更有利于社会库存的进一步消化,为4月份钢市的回暖打好基础。
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.
社会库存的下降,是否真的意味着钢市下游需求真正的打开,贸易商们的“好日子”就要到来了呢带着这个疑问走访了唐山当地多个钢材市场的贸易商,在他们看来,事情并没有表面那样简单。
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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