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Mysteel:含钼不锈钢年内价格明显波动,究竟是何原因-我的钢铁网

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data-val="6599" id="article-content"> <div id="text"> <p><img style="display: block; margin-left: auto; margin-right: auto;" src="//img05.mysteelcdn.com/wz/uploaded/steel/2023/06/08/f4792459cded4f5fa42cd042d20a7a9e.png" alt="" width="600" height="309.375" /><img style="display: block; margin-left: auto; margin-right: auto;" src="//img08.mysteelcdn.com/wz/uploaded/steel/2023/06/08/accb0e28aad747d68c6fe780ffd14039.jpg" alt="" width="600" height="309.375" /></p> <p style="text-indent: 21.1pt; margin: 0pt 0pt 0.0001pt; text-align: justify;"><strong><span style="font-weight: bold;">前言:近年来,由于<a href='https://m.mysteel.com/market/p-967-----0102-0--------1.html' target='_blank' style='color:#3861ab'>特钢</a>需求增速较快,对于钼元素需求有所增加,同时由于海外供给有所减少,钼元素价格开始上调,<a href='https://bxg.m.mysteel.com/' target='_blank' style='color:#3861ab'>不锈钢</a>成品价格也跟随调涨。</span></strong></p> <p style="text-indent: 21.1pt; margin: 0pt 0pt 0.0001pt; text-align: justify;">&nbsp;</p> <p><strong><span style="font-weight: bold;">一、特钢需求增加下,价格也水涨船高</span></strong></p> <p><img style="display: block; margin-left: auto; margin-right: auto;" src="//img04.mysteelcdn.com/wz/uploaded/steel/2023/06/08/823ea86323144bd7b7ff0a760fb9a643.png" width="500" height="320" /></p> <p>钼比钨轻、比<a href='https://bxg.m.mysteel.com/nie/' target='_blank' style='color:#3861ab'>镍</a>耐热,因此经常被作为合金元素加入铁,制成合金钢或不锈钢以提升材料强度、韧性、耐热性、 耐蚀性等,在航空航天、油气开采、汽车、建筑等领域广泛应用。</p> <p><img style="display: block; margin-left: auto; margin-right: auto;" src="//img08.mysteelcdn.com/wz/uploaded/steel/2023/06/08/deb90a0fdc854b9eb537c84602e894c0.png" width="574" height="338" /></p> <p>据钢铁工业协会数据:双相钢产量逐年递增,2022年产量345153吨,较21年出现明显增长,增幅达43.47%。</p> <p>我国高端制造业转型升级叠加进口替代。我国特钢下游需求主要集中在汽车、工业制造等高端制造业,成为拉动我国特钢消费的主要动力诸多新兴产业的大力发展,特钢的应用领域将持续扩展,钼需求量也快速增加。</p> <p><img style="display: block; margin-left: auto; margin-right: auto;" src="//img01.mysteelcdn.com/wz/uploaded/steel/2023/06/08/9a834cd6cfc0415489ce93379b849640.png" width="554" height="264" /></p> <p style="text-indent: 21pt; margin: 0pt 0pt 0.0001pt; text-align: justify;">由于海外多个<a href='https://m.mysteel.com/market/p-967-----0201-0--------1.html' target='_blank' style='color:#3861ab'>铜</a>钼伴生矿山运营不及预期,主因副产钼出现采矿量、入选品位、回收率下滑的问题,产量小幅下滑。国内未来三年矿山增产有限,<strong><span style="font-weight: bold;">仅紫金矿业一家可提供部分增量,未来两年钼供给或将维持现有水平。</span></strong></p> <p><img style="display: block; margin-left: auto; margin-right: auto;" src="//img04.mysteelcdn.com/wz/uploaded/steel/2023/06/08/9b6612483720480db044a5b181383688.png" width="394" height="276" /></p> <p style="text-indent: 21pt; margin: 0pt 0pt 0.0001pt; text-align: justify;"><span style="font-weight: normal;">2022年</span><span style="font-weight: normal;">钼市整体行情持续向好,价格站上高位并收于高位,市场多方参与者则对高位有所谨慎,但是受钼现货供应量难以增加、钢材企业集中进场招标钼铁和国际钼市持续升温的支持,国内供应商炒涨情绪强烈,</span><span style="font-weight: normal;">最高点时</span><span style="font-weight: normal;">钼精矿和钼铁价格</span><span style="font-weight: normal;">约在</span><span style="font-weight: normal;">5400元/吨度和400000元/吨创17年新高。</span></p> <p style="text-indent: 21.1pt; margin: 0pt 0pt 0.0001pt; text-align: justify;"><strong><span style="font-weight: bold;">进入2023年市场价格逐步趋于理性。5月以来钢厂集中入场采购推高钼市价格。需求增加叠加市场供给有所减少,助推钼铁价格继续上涨,截至6月8日,钼铁主流价格为247000-250000元/吨。但据市场反馈近期钼铁价格有一定炒作氛围,预计合理范围应在230000-240000元/吨上下波动。</span></strong></p> <p style="text-indent: 21.1pt; margin: 0pt 0pt 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin: 0pt 0pt 0.0001pt; text-align: justify;">&nbsp;</p> <p style="margin: 0pt 0pt 0.0001pt; text-align: justify;"><strong><span style="font-weight: bold;">二、成本支撑叠加现货紧缺,含钼钢种价格回升</span></strong></p> <p><img style="display: block; margin-left: auto; margin-right: auto;" src="//img03.mysteelcdn.com/wz/uploaded/steel/2023/06/08/7ea0b9fbd1e64f91b0416008f6ba80f2.png" width="382" height="257" /></p> <p><img style="display: block; margin-left: auto; margin-right: auto;" src="//img07.mysteelcdn.com/wz/uploaded/steel/2023/06/08/958961e16b554078a3bc8249806f8f56.png" width="380" height="256" /></p> <p style="text-indent: 21pt; margin: 0pt 0pt 0.0001pt; text-align: justify;">由于钼铁价格大幅波动,316L及双相钢价格也跟随钼铁明显变动。<strong><span style="font-weight: bold;">市场端由于原料钼铁价格变动大,风险偏大下,贸易商备货意愿也相对较低。</span></strong>冷<a href='https://m.mysteel.com/market/p-968-----010103-0--------1.html' target='_blank' style='color:#3861ab'>热轧</a>厚料及薄料都出现不同程度的资源紧缺,市场存在加价售卖现象。截至2023年6月8日,无<a href='https://m.mysteel.com/market/p-967-----0207-0--------1.html' target='_blank' style='color:#3861ab'>锡</a>市场民营316L热轧价格报至25900元/吨,2205热轧价格报至28000元/吨。</p> <p><img style="display: block; margin-left: auto; margin-right: auto;" src="//img08.mysteelcdn.com/wz/uploaded/steel/2023/06/08/8f6d822eefec4aad8bd1e8dbc3c53776.png" width="464" height="268" /></p> <p>据<a href='https://m.mysteel.com/' target='_blank' style='color:#3861ab'>Mysteel</a>调研:进入2023年由于需求端处于弱恢复,年内平均产量9-10万吨,316L产量未发生明显减量,因此价格上涨原因多集中于原料价格波动。</p> <p><img style="display: block; margin-left: auto; margin-right: auto;" src="//img01.mysteelcdn.com/wz/uploaded/steel/2023/06/08/0f1fa748b58f420ab4df25cc274a0925.png" width="490" height="264" /></p> <p style="text-indent: 21pt; text-align: left; margin: 0pt 0pt 0.0001pt;">据Mysteel调研:截至2023年06月08日,316L不锈钢主要冶炼原料方面:外购高镍铁价格1105元/镍,高碳铬铁8800元/基吨,钼铁价格250000元/吨,温州地区316废<a href='https://bxg.m.mysteel.com/' target='_blank' style='color:#3861ab'>不锈钢价格</a>19600元/吨,温州地区304废不锈钢10700元/吨。</p> <p style="text-indent: 21pt; text-align: left; margin: 0pt 0pt 0.0001pt;">目前废不锈钢工艺冶炼316L热轧成本26090元/吨;外购高镍铁工艺冶炼316热轧成本26215元/吨。今日,民营316L五尺(5.0热轧)不锈钢卷价25900元/吨。前废不锈钢工艺冶炼316<a href='https://m.mysteel.com/market/p-968-----010104-0--------1.html' target='_blank' style='color:#3861ab'>冷轧</a>利润率-0.73%;外购高镍铁工艺冶炼316热轧利润率-1.2%。</p> <p style="text-indent: 21.1pt; margin: 0pt 0pt 0.0001pt; text-align: justify;"><strong><span style="font-weight: bold;">虽钢厂即期利润出现亏损,但由于大<a href='https://m.mysteel.com/market/p-968-----010107-0--------1.html' target='_blank' style='color:#3861ab'>型钢</a>厂5月底钢招价格集中于230000-240000元/吨,仍存在一定利润。另外特殊钢钢厂多先接单再生产,价格未出现剧烈波动情况下,亏损和盈利空间相对固定。</span></strong></p> <p style="text-indent: 21.1pt; margin: 0pt 0pt 0.0001pt; text-align: justify;"><strong><span style="font-weight: bold;">由于钼铁价格近期相对高位,未来或将回落,特殊钢成品价格可能会随钼铁价格出现下调。预期不锈钢特殊钢价格稳中偏弱运行,</span></strong><strong><span style="font-weight: bold;">需持续关注下一轮钢招情况</span></strong><strong><span style="font-weight: bold;">。</span></strong></p> <p style="text-indent: 21pt; margin: 0pt 0pt 0.0001pt; text-align: justify;">&nbsp;</p> <p style="text-indent: 21.1pt; margin: 0pt 0pt 0.0001pt; text-align: justify;"><strong><span style="font-weight: bold;">总结:钼铁由于供需变动幅度较大,价格也出一定程度波动,但由于短期供给增量有限,原料钼铁价格预期弱稳运行。偏弱预期下,不锈钢特殊钢价格或稳中偏弱运行,需持续关注下一轮钢招情况。</span></strong></p> <!--指标说明附件--> <br /> </div> </div> </article> <article class="content-block m-copyRight"> 资讯编辑:何鑫宇 021-26096580 </br> 资讯监督:刘萍萍 021-26096562 </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.mybxg.com/article/p-3714-------------1.html" external>相关文章</a> </h2> <a href="https://m.mybxg.com/article/p-3714-------------1.html" external class="more"> 查看更多<i class="arrow"></i> </a> </div> <div class="list-block recommend-list"> <ul> <li class="item"> <div class="news-title"> <a data-url="m.mysteel.com" href="//bxg.m.mysteel.com/a/24080516/85BABAA2D62F84F1_abc.html" external> Mysteel:不锈钢价格晚报(20240805) </a> </div> <div class="news-time">2024-08-05</div> </li> <li class="item"> <div class="news-title"> <a data-url="m.mysteel.com" 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