<div style="font-size:14px; line-height:150%" ><h2 class="newsinfo_title">2012年6月份全球不锈钢市场综述</h2> <p class="divH10"></p> <div class="divH20"> <ul class="newsinfo_tips fl"> <li>2012-7-23 10:05:09</li> <li>来源：转载</li> <li>作者：孔美兰</li> </ul> <ul class="newsinfo_tips fr"> <li>字号：</li> <li><span class="pt5"><img src="/ContentImage/ReleFiles/2011/20111213/images/btn_05.jpg" /></span></li> <li><span class="pt5"><img src="/ContentImage/ReleFiles/2011/20111213/images/btn_06.jpg" /></span></li> </ul> </div> <div class="divH10"></div> <div class="divH25"> <ul class="newsinfo_tips02 fl cGray01"> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_01.gif" /></span><a href="###">投稿</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_02.gif" /></span><a href="###">打印</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_03.gif" /></span><a href="###">收藏</a></li> </ul> </div> <div class="divH20"></div> <div class="newsinfo_introduceBox"> <table cellpadding="0" cellspacing="0" class="newsinfo_introduce"> <tr> </dl> </td> <td> <table cellpadding="0" cellspacing="0" class="newsinfo_introduce_tab"> <tr> <td width="25" align="center"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_09.gif" /></td> <td width="60"><b>导读：</b></td> <td>钢铁金属市场研究机构（SMR）日前发布了2012年6月份全球不锈钢市场报告。 二季度欧洲不锈钢市场基本面继续疲软，终端用户对未来不确定性增加。钢厂二季度接单量大幅减缓，因加工行业订单下滑严重，汽车行业订单疲软，建筑行业订单意外下降。在夏季来临前没有理由预计市</td> </tr> <tr> <td width="25" align="center"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_11.gif" /></td> <td width="60"><b>关键字：</b></td> <td>市场 综述 不锈钢 全球 月份 需求 下滑 产量</td> </tr> </table> </td> </tr> </table> </div> <div class="divH20"></div> <div class="over_x"> <div class="wrapcontent_det"> <span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">钢铁金属市场研究机构（</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">SMR</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">）日前发布了</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">2012</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">年</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">6</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">月份全球不锈钢市场报告。</span><span style="font-family: Verdana; mso-bidi-font-size: 10.5pt"> <span lang="EN-US"><o:p></o:p></span></span></div> <p class="MsoNormal" style="line-height: 16.5pt; text-indent: 21pt; margin: 0cm 5.95pt 0pt 0cm; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-char-indent-count: 2.0"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">二季度欧洲不锈钢市场基本面继续疲软，终端用户对未来不确定性增加。钢厂二季度接单量大幅减缓，因加工行业订单下滑严重，汽车行业订单疲软，建筑行业订单意外下降。在夏季来临前没有理由预计市场将出现扭转，</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">6-8</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">月是不锈钢需求最为疲弱。钢厂选择此时进行年度检修，终端用户也知道销售将减少。因此，所有的希望都寄托在</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">9</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">月份，彼时买家将回归市场，刺激政策效果将在</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">4</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">季度开始显现。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 16.5pt; text-indent: 21pt; margin: 0cm 5.95pt 0pt 0cm; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-char-indent-count: 2.0"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">虽然目前原料价格处于相对低位，刺激政策还不足以推动经销商补充库存。与</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">3</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">个月前相比，经销商对新订单更加谨慎，因宏观经济环境由于中欧和北欧国家评级被下调而蒙上阴影。尤其是出口型国家德国和瑞典来自欧洲邻国的订单减少，且来自中国的订单也首次出现下滑。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 16.5pt; text-indent: 21pt; margin: 0cm 5.95pt 0pt 0cm; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-char-indent-count: 2.0"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">旷日持久的欧债危机导致金融部门产生不确定性，西南欧洲新项目要想获得融资贷款几乎比登天还难，东欧被认为风险程度较高，没人愿意给该地区发放长期贷款。此刻，欧洲央行和其他各国央行试图控制通胀，提升欧元价值――这是对欧洲真正问题的误判。同时，贸易保护注意正在抬头，许多不锈钢反倾销反补贴案件悬而未决。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 16.5pt; text-indent: 21pt; margin: 0cm 5.95pt 0pt 0cm; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-char-indent-count: 2.0"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">今年一季度欧洲不锈钢厂产量基本与去年持平。但是从</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">4</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">月份开始，不锈钢粗钢产量同比下滑</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">12%</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">，除了西班牙和法国，其他欧洲国家冶炼产量都出现下降，德国同比大幅下跌近</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">50%</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">，克莱菲尔德（</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">Krefeld</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">）工厂熔炉检修是主因。</span><span style="font-family: Verdana; mso-bidi-font-size: 10.5pt"> </span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">但钢铁和市场研究机构</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">SMR</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">预计，</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">2012</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">年全年欧洲不锈钢粗钢产量仅萎缩</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">2%</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">，因其寄希望于四季度强劲复苏。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 16.5pt; text-indent: 21pt; margin: 0cm 5.95pt 0pt 0cm; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-char-indent-count: 2.0"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">日本和中国台湾的不锈钢生产也同样令人失望，因受中国不锈钢需求停滞影响。美国不锈钢粗钢产量意外下滑</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">25%</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">，原因之一是蒂森克虏伯阿拉巴马工厂冷轧产品增加（热轧板坯来自蒂森克虏伯意大利工厂，替代了本地冶炼）。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">1-6</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">月美国不锈钢成品产量同比下降</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">6%</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">，这是美国不锈钢市场繁荣结束的信号。中国不锈钢市场活动相对低迷，因消费品和建筑行业刺激政策退出，不过运输和加工行业的表示还令人满意。预计三季度不锈钢需求将出现缓慢复苏。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 16.5pt; text-indent: 21pt; margin: 0cm 5.95pt 0pt 0cm; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-char-indent-count: 2.0"><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">SMR</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">预计，今年全球不锈钢需求将停滞，受欧洲危机影响欧洲需求将下滑</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">5%</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">。西班牙、意大利、葡萄牙和法国等南欧和中欧国家不锈钢需求将继续下滑，而德国和斯堪的纳维亚地区存在需求持平的希望。今年亚洲（不包括中国）不锈钢需求可能会下降</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">7%</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">，去年表现较好的美洲市场（主要是美国）在连续两年强劲增长后可能有所放缓。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 16.5pt; text-indent: 21pt; margin: 0cm 5.95pt 0pt 0cm; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-char-indent-count: 2.0"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">国大陆和台湾将会继续向欧洲增加不锈钢扁平材出口，因产能过剩且内销市场疲软。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 16.5pt; text-indent: 21pt; margin: 0cm 5.95pt 0pt 0cm; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-char-indent-count: 2.0"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">在市场停滞导致竞争加剧，价格承压的行情下，二季度可能出现亏损。虽然预期中的下滑不会像</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">2009</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">年严重，但是目前欧洲不锈钢行业已经跟</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">2008</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">年一样疲弱。因此，投资者和不锈钢厂都清楚，为求生存必须进行改组，往往是削减公司规模。也许，奥托昆普没有那么期待合并蒂森克虏伯不锈钢业务</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">Inoxum</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">获得批准，现在奥托昆普每月都在公布剥离计划――</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">7</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">月份宣布将半数分销公司卖给</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">Amari</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">，将长材事业部</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">50%</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">的股份摆上货架。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">Schmolz+Bickenbach</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">公司在高管罢免后也采取了类似行动，甚至是意大利一些小型不锈钢厂也在考虑剥离部分资产。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="line-height: 16.5pt; text-indent: 21pt; margin: 0cm 5.95pt 0pt 0cm; mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-char-indent-count: 2.0"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">疲弱的市场行情使得欧洲反垄断机构也难以就奥托昆普</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">Inoxum</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">合并作出抉择。欧盟委员会决定进行深度调查，因此将最终裁决时间推迟至</span><st1:chsdate w:st="on" isrocdate="False" islunardate="False" day="24" month="10" year="2012"><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">10</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">月</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt">24</span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">日</span></st1:chsdate><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: Verdana; mso-hansi-font-family: Verdana">。所有竞争对手都希望欧盟委员会批准这一合并，但是部分重要客户表示，合并可能导致某些产品供应出现垄断。</span><span lang="EN-US" style="font-family: Verdana; mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p> </p> </div> <div class="divH25"></div> <div class="pT25 t-r f14 cGray01">（责任编辑：01020）</div> <div class="divH25"></div> <div class="divH25"> <ul class="newsinfo_tips03 fr cGray01"> <li><p class="newsinfo_tips03_btn03"><a href="mailto:xxx@chinaccm.com">纠错</a></p></li> </ul> </div> <div class="divH20"></div> <div class="divH25 newsinfo_tipsBox cBlue01"> <ul class="newsinfo_tips02 fl"> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_01.gif" /></span><a href="###">投稿</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_02.gif" /></span><a href="###">打印</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_03.gif" /></span><a href="###">收藏</a></li> </ul> </div></div>