316L不銹鋼板?運行低迷
2019-5-14 15:00:00??????點擊：
面(mian)(mian)(mian)對(dui)(dui)低(di)迷(mi)行(xing)(xing)情，企業(ye)(ye)紛紛調整策略(lve)“御寒”
從(cong)今年年初開始，316L不(bu)(bu)銹鋼(gang)(gang)(gang)(gang)板(ban)運(yun)行(xing)(xing)低(di)迷(mi)，鋼(gang)(gang)(gang)(gang)價(jia)(jia)(jia)(jia)一(yi)直(zhi)走(zou)低(di)，交易(yi)持續疲軟，部分鋼(gang)(gang)(gang)(gang)貿商出(chu)現(xian)(xian)(xian)(xian)虧損，甚至(zhi)關門(men)跑路。許多(duo)從(cong)業(ye)(ye)者認為(wei)，現(xian)(xian)(xian)(xian)在(zai)(zai)是經(jing)營比較困難的(de)時(shi)期，鋼(gang)(gang)(gang)(gang)貿行(xing)(xing)業(ye)(ye)面(mian)(mian)(mian)臨(lin)洗牌。國(guo)內(nei)(nei)鋼(gang)(gang)(gang)(gang)價(jia)(jia)(jia)(jia)總體弱勢(shi)下(xia)(xia)(xia)跌(die)(die)，上旬在(zai)(zai)資源趨(qu)(qu)緊的(de)情況下(xia)(xia)(xia)以(yi)穩(wen)(wen)(wen)為(wei)主(zhu)(zhu)，中(zhong)(zhong)(zhong)旬出(chu)現(xian)(xian)(xian)(xian)一(yi)波明(ming)顯下(xia)(xia)(xia)跌(die)(die)，至(zhi)下(xia)(xia)(xia)旬在(zai)(zai)央行(xing)(xing)降息利(li)好帶動下(xia)(xia)(xia)再度(du)趨(qu)(qu)穩(wen)(wen)(wen)。期間進(jin)口礦(kuang)價(jia)(jia)(jia)(jia)持續大(da)(da)(da)跌(die)(die)，對(dui)(dui)現(xian)(xian)(xian)(xian)貨鋼(gang)(gang)(gang)(gang)價(jia)(jia)(jia)(jia)形(xing)成(cheng)了(le)較大(da)(da)(da)的(de)下(xia)(xia)(xia)行(xing)(xing)壓力(li)(li)。不(bu)(bu)過，政(zheng)策層面(mian)(mian)(mian)利(li)好密集出(chu)臺(tai)，加(jia)(jia)之庫存(cun)總體處于低(di)位(wei)，也限制了(le)鋼(gang)(gang)(gang)(gang)價(jia)(jia)(jia)(jia)的(de)下(xia)(xia)(xia)行(xing)(xing)空(kong)間。12月(yue)(yue)份(fen)國(guo)內(nei)(nei)鋼(gang)(gang)(gang)(gang)材(cai)(cai)市(shi)(shi)(shi)(shi)場(chang)(chang)面(mian)(mian)(mian)臨(lin)的(de)因素(su)多(duo)空(kong)交織(zhi)，一(yi)方面(mian)(mian)(mian)目前(qian)鋼(gang)(gang)(gang)(gang)廠(chang)利(li)潤(run)情況不(bu)(bu)錯，主(zhu)(zhu)觀上存(cun)在(zai)(zai)增產(chan)動能(neng)(neng)，季節(jie)性(xing)以(yi)及年內(nei)(nei)資金緊張因素(su)將(jiang)(jiang)對(dui)(dui)需求形(xing)成(cheng)制約，市(shi)(shi)(shi)(shi)場(chang)(chang)供需矛(mao)盾將(jiang)(jiang)有所惡化；另一(yi)方面(mian)(mian)(mian)，國(guo)家刺激(ji)經(jing)濟增長(chang)政(zheng)策力(li)(li)度(du)明(ming)顯加(jia)(jia)強(qiang)(qiang)，市(shi)(shi)(shi)(shi)場(chang)(chang)情緒(xu)較前(qian)期已(yi)明(ming)顯改善，加(jia)(jia)之進(jin)口礦(kuang)價(jia)(jia)(jia)(jia)在(zai)(zai)超(chao)跌(die)(die)至(zhi)70美金以(yi)下(xia)(xia)(xia)后(hou)，存(cun)在(zai)(zai)較強(qiang)(qiang)的(de)反彈(dan)動能(neng)(neng)，對(dui)(dui)鋼(gang)(gang)(gang)(gang)價(jia)(jia)(jia)(jia)走(zou)勢(shi)將(jiang)(jiang)形(xing)成(cheng)支撐(cheng)。總體來看(kan)，預計12月(yue)(yue)份(fen)國(guo)內(nei)(nei)鋼(gang)(gang)(gang)(gang)價(jia)(jia)(jia)(jia)將(jiang)(jiang)在(zai)(zai)糾結(jie)中(zhong)(zhong)(zhong)盤(pan)整運(yun)行(xing)(xing)，價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)漲(zhang)(zhang)跌(die)(die)空(kong)間都(dou)不(bu)(bu)大(da)(da)(da)。國(guo)內(nei)(nei)鋼(gang)(gang)(gang)(gang)材(cai)(cai)市(shi)(shi)(shi)(shi)場(chang)(chang)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)將(jiang)(jiang)小幅(fu)盤(pan)整，長(chang)材(cai)(cai)市(shi)(shi)(shi)(shi)場(chang)(chang)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)將(jiang)(jiang)穩(wen)(wen)(wen)中(zhong)(zhong)(zhong)趨(qu)(qu)強(qiang)(qiang)，316L不(bu)(bu)銹鋼(gang)(gang)(gang)(gang)板(ban)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)將(jiang)(jiang)穩(wen)(wen)(wen)中(zhong)(zhong)(zhong)小幅(fu)下(xia)(xia)(xia)滑，板(ban)材(cai)(cai)市(shi)(shi)(shi)(shi)場(chang)(chang)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)將(jiang)(jiang)漲(zhang)(zhang)跌(die)(die)互(hu)現(xian)(xian)(xian)(xian)，市(shi)(shi)(shi)(shi)場(chang)(chang)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)將(jiang)(jiang)穩(wen)(wen)(wen)中(zhong)(zhong)(zhong)小幅(fu)下(xia)(xia)(xia)跌(die)(die)。。綜上，筆者個人最后(hou)對(dui)(dui)12月(yue)(yue)份(fen)滬上螺紋(wen)鋼(gang)(gang)(gang)(gang)價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)走(zou)勢(shi)作以(yi)下(xia)(xia)(xia)推測：12月(yue)(yue)份(fen)國(guo)內(nei)(nei)鋼(gang)(gang)(gang)(gang)材(cai)(cai)市(shi)(shi)(shi)(shi)場(chang)(chang)面(mian)(mian)(mian)臨(lin)的(de)因素(su)多(duo)空(kong)交織(zhi)，一(yi)方面(mian)(mian)(mian)目前(qian)鋼(gang)(gang)(gang)(gang)廠(chang)利(li)潤(run)情況不(bu)(bu)錯，主(zhu)(zhu)觀上存(cun)在(zai)(zai)增產(chan)動能(neng)(neng)，季節(jie)性(xing)以(yi)及年內(nei)(nei)資金緊張因素(su)將(jiang)(jiang)對(dui)(dui)需求形(xing)成(cheng)制約，市(shi)(shi)(shi)(shi)場(chang)(chang)供需矛(mao)盾將(jiang)(jiang)有所惡化；另一(yi)方面(mian)(mian)(mian)，國(guo)家刺激(ji)經(jing)濟增長(chang)政(zheng)策力(li)(li)度(du)明(ming)顯加(jia)(jia)強(qiang)(qiang)，市(shi)(shi)(shi)(shi)場(chang)(chang)情緒(xu)較前(qian)期已(yi)明(ming)顯改善，加(jia)(jia)之進(jin)口礦(kuang)價(jia)(jia)(jia)(jia)在(zai)(zai)超(chao)跌(die)(die)至(zhi)70美金以(yi)下(xia)(xia)(xia)后(hou)，存(cun)在(zai)(zai)較強(qiang)(qiang)的(de)反彈(dan)動能(neng)(neng)，對(dui)(dui)鋼(gang)(gang)(gang)(gang)價(jia)(jia)(jia)(jia)走(zou)勢(shi)將(jiang)(jiang)形(xing)成(cheng)支撐(cheng)。總體來看(kan)，預計12月(yue)(yue)份(fen)國(guo)內(nei)(nei)鋼(gang)(gang)(gang)(gang)價(jia)(jia)(jia)(jia)將(jiang)(jiang)在(zai)(zai)糾結(jie)中(zhong)(zhong)(zhong)盤(pan)整運(yun)行(xing)(xing)，價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)漲(zhang)(zhang)跌(die)(die)空(kong)間都(dou)不(bu)(bu)大(da)(da)(da)。市(shi)(shi)(shi)(shi)場(chang)(chang)跌(die)(die)勢(shi)逐(zhu)步明(ming)朗化，除煤焦價(jia)(jia)(jia)(jia)格(ge)(ge)(ge)暫時(shi)穩(wen)(wen)(wen)定外，其余原(yuan)料品種(zhong)均大(da)(da)(da)幅(fu)走(zou)低(di)，316L不(bu)(bu)銹鋼(gang)(gang)(gang)(gang)板(ban)跌(die)(die)幅(fu)相對(dui)(dui)較大(da)(da)(da)。
- 上一篇：304不銹鋼板?仍會繼續維持低位震蕩整理 2019/5/15
- 下一篇：316L不銹鋼板?企業虧損明顯 2019/5/14
