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Mysteel周报:本周国产铁矿石市场弱势运行(8.15-8.19)-我的钢铁网

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target='_blank' style='color:#3861ab'>65%酸粉</a>价格:鞍山大矿710、选厂670-690;辽阳选厂680-700;本溪选厂670-690。<a href='https://m.mysteel.com/market/p-968------0--------1.html' target='_blank' style='color:#3861ab'>66%酸粉</a>:本溪大矿700-720;辽阳大矿745;北票中钛710-720;朝阳低钛710-730;建平中钛720-730。(湿基不含税价;单位:元/吨)<br /> 本周辽东地区铁精粉市场价格下跌5-10。综合来看,周初因周边地区价格偏高,凸显辽东地区<a href='https://tks.m.mysteel.com/gck/' target='_blank' style='color:#3861ab'>铁精粉价格</a>优势,贸易商往河北及辽西地区走货现象明显,因此带动矿选企业报价小幅上涨,市场整体交投尚可。而后半周,因<a href='https://m.mysteel.com/market/p-968-----0311-0--------1.html' target='_blank' style='color:#3861ab'>进口矿</a>价格大幅下跌,市场心态受挫,加上河北及辽西地区贸易商采购放缓,矿选企业报价有所松动,虽有个别贸易商询盘,但因市场不稳,出手较为谨慎,成交较少。下周来看,受市场走势趋弱影响,辽东地区价格优势逐渐缩小,加上当地钢厂采购需求萎靡,因此预计辽东地区铁精粉市场价格或将稳中偏弱运行。<br /> 本周辽西地区铁精粉市场价格下跌10-30。详细来看,周初受内蒙地区个别钢厂高价收货影响,加上当地主导钢企上调采购价,矿山心态有所提振,多数报价上调,个别矿山认为后市即将好转,持货高要明显,而贸易商方面投机行为活跃,市场整体成交较好。后半周,因进口矿价格大幅下行,矿山挺价心态受挫,多持观望态度,出货积极性欠佳。贸易方面同样采购谨慎,认为市场不稳,多持观望心态。下周来看,虽然矿山挺价意愿仍在,但因钢厂采购节奏放缓,加上当地主导钢企已经开始下调采购价格,因此预计辽西地区铁精粉市场价格或将稳中偏弱运行。</span></p> <p><span style="font-size:16px;">【华北地区】</span></p> <p><span style="font-size:16px;">本周唐山地区国产矿市场价格下跌5-10。现迁安66%酸粉755-760元/吨,迁西66%酸粉740-745元/吨,遵化66%酸粉740-745元/吨(湿基不含税现汇出厂价)。周初受买方采购价格上调,加之进口矿期现小幅上涨带动,矿选企业多存看涨预期,报价小幅上调,部分企业持货观望,粗粉市场因可流通资源较少,质好资源报价较高;周中随个别区域钢厂上调采购价格,稳定市场心态,市场报价进一步上探,价格符合部分精选企业心理价位,提涨出货积极性,市场成交尚可;随周后期进口矿期限转弱,叠加成材价格下跌,市场恐跌情绪渐起,少数精粉企业出货情绪积极,粗粉市场亦受到影响,询货价格随之下调,因不符卖方预期,成交较弱;钢厂采货渐缓,市场交投氛围一般。<br /> 综合来看,现阶段钢厂按需采货,虽有一定压价意愿,但卖方受成本支撑,多数低价出货意愿不高,市场供需双弱局面稍显,考虑近期成材市场走势偏弱,影响市场心态,预计短期内<a href='https://m.mysteel.com/market/p-968-----0311-0--------1.html' target='_blank' style='color:#3861ab'>国产矿价格</a>弱稳运行。</span></p> <p><span style="font-size:16px;">本周邯邢地区国产矿市场稳中偏弱运行,现武安<a href='https://m.mysteel.com/market/p-968------0--------1.html' target='_blank' style='color:#3861ab'>65%碱粉</a>参考价810;沙河<a href='https://m.mysteel.com/market/p-968------0--------1.html' target='_blank' style='color:#3861ab'>64%碱粉</a>参考价830(湿基不含税出厂;单位:元/吨)。<br /> 供应端来看,本周矿选企业多维持正常生产,精粉产量相对稳定,周初多数矿企随行就市正常出货,个别大矿由于库存偏低,挺价高要明显,但因指标较好,出货情况尚佳,周后期受进口矿期现价格下挫带动,挺价心态有所减弱;需求端来看,本周除个别钢厂因亏损严重检修停产外,多数钢厂维持正常生产,按需补库为主,询盘积极性尚可,周中钢价大幅下跌带动钢厂心态偏弱,对后市普遍看空,压价意愿强烈。综合来看,成材端需求回升不及预期,区域内精粉需求受到一定限制,原料价格短期内难有上行空间,预计下周邯邢地区国产矿市场价格弱势运行。</span></p> <p><span style="font-size:16px;">本周山西地区国产矿市场价格主流品种小幅下探5左右。山西代县65%精粉:中高硫精粉680-690,低硫精粉715-725,双零硫精粉735-745(湿基不含税出厂价;单位:元/吨);62%<a href='https://m.mysteel.com/price/p-10480-031116-1.html' target='_blank' style='color:#3861ab'>球团</a>含税价1020-1030元/吨。<br /> 本周山西地区国产矿价格弱势,整体市场成交冷清。周初和周中,山西地区矿选企业报价持稳,部分企业受原料紧俏和利润低位影响,生产积极性不佳,对市场多观望;钢厂多以消耗库存为主,本地精粉受下雨影响,湿度较大,多延迟采购计划,市场成交寥寥;临近周末,受期货及周边市场下行影响,矿选企业报价弱稳,议价空间有所松动,但市场成交仍暂无好转。<br /> 据了解,目前山西地区铁精粉市场供需两弱,叠加本周暂未跟随市场调整,下周或有补跌,预计下周山西地区国产矿市场价格弱势下行。</span></p> <p><span style="font-size:16px;">【华东地区】</span></p> <p><span style="font-size:16px;">本周<a href='https://m.mysteel.com/market/p-968------0-010107-------1.html' target='_blank' style='color:#3861ab'>安徽国产矿</a>市场铁精粉价格偏弱运行,安徽区域霍邱地区开发涨1,现65%978,64%951;金日晟65%979,涨1;马钢张庄65%1014,涨1;庐江<a href='https://m.mysteel.com/market/p-968------0--------1.html' target='_blank' style='color:#3861ab'>65%造球精粉</a>975,降15;繁昌65%烧结精粉930-950,暂稳(干基含税出厂价;单位:元/吨)。<br /> 本周生产上,矿选企业受地区内高温限电影响较大,多数产量减半;繁昌地区部分选厂生产多以订单为主,整体利润情况依旧较差,部分选厂仍在停产检修;运输上,因疫情得到控制,省内运输效率提升;需求端,钢厂亏损加重,目前多以刚需补库为主,询盘较为谨慎;本周<a href='https://m.mysteel.com/market/p-968-----0311-0--------1.html' target='_blank' style='color:#3861ab'>进口矿市场</a>震荡,本地矿企对市场报价偏谨慎,钢厂需求弱,压价心态仍旧浓郁,预计短期内安徽地区国产矿市场弱势运行。</span></p> <p><span style="font-size:16px;">本周山东地区铁精粉价格上涨1元,执行干基不含税承兑出厂价格874(含装车费,单位:元/吨)。本周山东地区国内铁矿石上涨,实际成交也多为874元/吨干基不含税承兑成交。近期主要受钢厂复产预期影响,个别矿山铁精粉有少量增产增量计划,但成材市场依旧销售困难,并且个别钢厂有看空铁矿的看法,厂内库存持续下降,避免屯货。除枣庄兰陵地区外,山东当地矿山多数正常生产,基本无检修现象。兰陵枣庄地区因销售受阻,河北地区钢厂提货较少,故库存居高不下,出现了不饱和生产。球团矿方面,钢厂利润不佳,球团配比逐渐减少,销售较困难,多家球团厂出现了累库,关停状态,但本周有个别球团厂已经陆续开始生产,预计下周<a href='https://m.mysteel.com/article/p-7006-------------1.html' target='_blank' style='color:#3861ab'>球团产量</a>有小幅提升。综合来看,预计短期内山东铁精矿市场震荡下跌45左右。</span></p> <p><span style="font-size:16px;">【西南地区】</span></p> <p><span style="font-size:16px;">本周西南地区铁精粉市场资源整体较为宽松,部分矿山出厂价持稳运行。<a href='https://m.mysteel.com/market/p-968------0--------1.html' target='_blank' style='color:#3861ab'>钒钛粉</a>方面,攀西地区56%普粉价格441,环比上周持稳;61%高品<a href='https://m.mysteel.com/market/p-968------0--------1.html' target='_blank' style='color:#3861ab'>钒钛铁精粉</a>价格701,环比上周持稳;腾冲地区64%磁铁精粉价格700,环比上周持稳;玉溪地区65%磁铁精粉价格964,环比上周持稳;玉溪地区60%磁铁精粉价格750,环比上周持稳,巴中地区61%磁铁精粉价格860,环比上周持稳(干基含税现汇出厂价;单位:元/吨)。<br /> 近期西南主要矿山生产正常,云南部分矿山<a href='https://m.mysteel.com/article/p-458-------------1.html' target='_blank' style='color:#3861ab'>原矿</a>供应受到限制,其他主要大矿生产正常,区域矿山库存持稳。区域钢厂盈利改善,钢厂国产矿库存低位,内矿采购需求小幅增加,本期<a href='https://m.mysteel.com/market/p-968------0-010604-------1.html' target='_blank' style='color:#3861ab'>云南铁精粉</a>出厂价格持稳运行;攀西主要矿山生产正常,区域钢厂利润改善;受高温限电影响,个别钢厂小高炉复产计划暂缓;多数钢厂国产矿小幅增加国产矿采购,同时区域<a href='https://m.mysteel.com/article/p-4261-------------1.html' target='_blank' style='color:#3861ab'>铁精粉库存</a>累库放缓;本期攀西主流市场价格弱势运行。</span></p> <p><span style="font-size:16px;"><img alt="" src="//img06.mysteelcdn.com/wz/uploaded/steel/2022/08/19/174606.png" style="width: 955px; height: 842px;" /></span></p> <!--指标说明附件--> <br /> </div> </div> </article> <article class="content-block m-copyRight"> 资讯编辑:刘恩超 021-26093087 </br> 资讯监督:刘秀云 021-26093924 </br> 资讯投诉:陈杰 021-26093100 </br> </article> <article class="content-block m-copyRight h-statement"> <p class="h-statement-text">免责声明:Mysteel发布的原创及转载内容,仅供客户参考,不作为决策建议。原创内容版权归Mysteel所有,转载需取得Mysteel书面授权,且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络,目的在于传递更多信息,方便学习与交流,并不代表Mysteel赞同其观点及对其真实性、完整性负责。申请授权及投诉,请联系Mysteel(021-26093397)处理。</p> <span class='h-statement-show'>展开</span> </article> <div class="content-block-title s-title"> <h2 style="display: inline-block;"> <a href="https://m.mysteel.com/article/p-5741-------------1.html" external>相关文章</a> 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