<h1>钢厂招标继续下探 硅锰又将何去何从?</h1> <div class="v2_comtent_info01"> <span>2012-2-21 16:03:49</span>来源:<span></span>作者:<span>朱钰</span> </div> <div class="v2_comtent_info02"><a title="投稿" class="v2_content_ico01">投稿</a><a title="打印" class="v2_content_ico02">打印</a><a title="收藏" class="v2_content_ico03">收藏</a> <!-- Baidu Button BEGIN --> <div id="bdshare" class="bdshare_t bds_tools get-codes-bdshare"> <span class="bds_more">分享到:</span> <a class="bds_qzone"></a> <a class="bds_tsina"></a> <a class="bds_tqq"></a> <a class="bds_renren"></a> </div> </div> <script type="text/javascript" id="bdshare_js" data="type=tools&uid=684790" ></script> <script type="text/javascript" id="bdshell_js"></script> <script type="text/javascript">document.getElementById("bdshell_js").src = "http://bdimg.share.baidu.com/static/js/shell_v2.js?cdnversion=" + new Date().getHours();</script> <!-- Baidu Button END --> <div class="v2_comtent_info03"> <ul> <li><b class="v2_content_ico04">导读:</b></li> <li>钢厂招标继续下探 硅锰又将何去何从?</li> </ul> <ul> <li><b class="v2_content_ico05">关键字:</b></li> <li>硅锰 钢厂 招标 下探</li> </ul> <div class="clear_hu"></div> </div> <div class="over_x"><p class="MsoNormal" style="text-indent: 15.75pt; margin: 0cm 0cm 0pt; mso-char-indent-count: 1.5"> </p> <p class="MsoNormal" style="text-indent: 15.75pt; margin: 0cm 0cm 0pt; mso-char-indent-count: 1.5"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'"><img width="400" height="291" alt="" src="/ContentImage/ArticalImages/2012/02/21/2012022116034900959/120015.jpg" /></span></p> <p class="MsoNormal" style="text-indent: 15.75pt; margin: 0cm 0cm 0pt; mso-char-indent-count: 1.5"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">临近月底,国内<b>钢厂</b>随即展开三月份<b>硅锰</b>合金<b>招标</b>事宜,不少钢厂现已纷纷开始寻货,个别钢厂率先出价,三月定价继续<b>下探</b>,硅锰跌势依然。据本网了解,目前国内钢厂硅锰库存总体偏高,而消化却显缓慢,不少钢厂跟随钢品种调整用量,部分钢厂按需所采,库存多是维持在</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">25-30</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">天的消耗;也有部分钢厂由于检修、限产等原因,故库存控制在</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><font face="Times New Roman">15-20</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">天的消耗。以此看来,由于钢材市场持续低迷不振,钢厂为了减少亏损,不仅压缩采购成本,且不敢作过高库存,所以总体采购意愿并不强烈。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="text-indent: 15.75pt; margin: 0cm 0cm 0pt; mso-char-indent-count: 1.5"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">与此同时</span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">,</span><span lang="EN-US"><font face="Times New Roman">BHP</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">公布</span><span lang="EN-US"><font face="Times New Roman">3</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">月份锰矿对华装船报价,即为:</span><span lang="EN-US"><font face="Times New Roman">Mn46%</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">澳大利亚锰块矿报价</span><span lang="EN-US"><font face="Times New Roman">4.75</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">美元</span><span lang="EN-US"><font face="Times New Roman">/</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">吨度,</span><span lang="EN-US"><font face="Times New Roman">Mn48%</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">澳大利亚锰籽矿报价</span><span lang="EN-US"><font face="Times New Roman">4.3</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">美元</span><span lang="EN-US"><font face="Times New Roman">/</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">吨度,</span><span lang="EN-US"><font face="Times New Roman">Mn38%</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">南非半碳酸锰(块)矿报价为</span><span lang="EN-US"><font face="Times New Roman">4.1</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">美元</span><span lang="EN-US"><font face="Times New Roman">/</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">吨度,以上价格为</span><span lang="EN-US"><font face="Times New Roman">CIF</font></span><span style="font-family: 宋体; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">中国主港报价,继续维持二月份价格水平,也进一步稳定了硅锰的生产成本。由于在春节后,硅锰市场受钢厂招标压价影响,由于没有什么利润,生产成本则是居高不下,使得厂家基本上难以为继,部分厂商仍处于停产观望态度,自然对上游锰矿市场没有需求,谨慎补货也是情有可原。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="text-indent: 15.75pt; margin: 0cm 0cm 0pt; mso-char-indent-count: 1.5"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: 'Times New Roman'; mso-hansi-font-family: 'Times New Roman'">随着国内钢厂连续下调硅锰招标价格,使得硅锰市场价格一路下行,生产厂家信心受挫,开工积极性不足。据硅锰厂家反映,目前现货售价已严重倒挂,由于低于生产成本,很多中小型企业被迫转型生产镍铁或其它合金,虽然部分厂家坚持生产,以此来维持钢厂长期的合作关系。目前硅锰开工率北高南低,北方地区新增或转产的硅锰厂家也在增多,在电价、运输等优势面前,让北方的钢厂更多青睐于在周边采购;而南方地区受制于高电价、运输等原因,在近年来现已没有多少优势,从而造成了目前钢厂南北地区定价拉平的现象。另外,需要值得注意的是,西南地区干旱影响,不少硅锰厂家仍处于停产、减产状态,现货库存并不多见,这都将对后期钢厂采购来说,是个不小的考验。</span><span lang="EN-US" style="mso-bidi-font-size: 10.5pt"><o:p></o:p></span></p> <p class="MsoNormal" style="text-indent: 15.75pt; margin: 0cm 0cm 0pt; mso-char-indent-count: 1.5"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">由于对</span><span lang="EN-US" style="font-family: ??; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><font face="Times New Roman">2012</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">年经济形势普遍不看好,所以今年钢铁行业“穿棉袄”度日,目前仍需关注国家一些相关政策的扶持和拉动,同时也需看后期钢材市场出口是否能回暖。从往年来看,三、四月是钢厂的开工旺季,对于硅锰需求趋于稳定,但今年钢材市场积压较多库存,加之消耗量有所减缓,所以三月钢厂开工率很难乐观,对硅锰需求也不会有所放量。</span><span lang="EN-US" style="font-family: ??; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p> <p class="MsoNormal" style="text-indent: 15.75pt; margin: 0cm 0cm 0pt; mso-char-indent-count: 1.5"><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">综上所述,目前南北双方定价基本拉平,国内钢厂三月份硅锰招标定价仍以小幅下探之势运行,主流执行价可能在</span><span lang="EN-US" style="font-family: ??; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><font face="Times New Roman">7700-7800</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">元</span><span lang="EN-US" style="font-family: ??; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><font face="Times New Roman">/</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">吨,较二月份下跌</span><span lang="EN-US" style="font-family: ??; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><font face="Times New Roman">100-200</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">元不等。另外,南方地区个别钢厂鉴于在本省采购,在运输上有优势,不排除硅锰三月定价可能调至</span><span lang="EN-US" style="font-family: ??; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><font face="Times New Roman">7600</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">元</span><span lang="EN-US" style="font-family: ??; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><font face="Times New Roman">/</font></span><span style="font-family: 宋体; mso-bidi-font-size: 10.5pt; mso-ascii-font-family: ??; mso-hansi-font-family: ??; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体">吨。建议众商家谨慎看待市场,灵活操作规避风险。</span><span lang="EN-US" style="font-family: ??; mso-bidi-font-size: 10.5pt; mso-font-kerning: 0pt; mso-bidi-font-family: 宋体"><o:p></o:p></span></p> <p>(关键字:硅锰 钢厂 招标 下探)</p></div> <div class="v2_comtent_info04">(责任编辑:00959)</div>