中轴网报：国内钢材价格继续下跌致钢铁企业面临颓势
发布日期：2024-02-07
中轴网记者通过“新华—中国铁矿石价格指数”了解到，截至本讯结束，中国港口铁矿石的库存将近达到一亿吨，同比较上一统计周期减少了175万吨，环比走低了1.76个百分点。中国轴承行业进口品位62%的铁矿石价格指数为68，较上一统计周期下降1个单位；58%品位的铁矿石价格指数为60，与上一统计周期形成持平。
近期，国内铁矿石市场全面崩盘下跌，血流不止，下行压力压迫得整个市场喘不过气来。因国内钢材市场大幅下跌波及范围大，国产矿及进口矿市场均出现不同程度下调，轴承行业气喘吁吁。“新华—中国铁矿石价格指数”创历年来最大跌幅，出现新低，近期现货价格继续领跌远期现货市场的报价。而在港口现货价格继续下调的情况之下，大部分贸易商提价意愿不减反增，预计伴随港口库存的进一步减少，贸易商想囤货持着资金坐观市场浮动的情况将成为常态，现货市场报价波动幅度或将逐渐增大，市场情况不容客观，实乃“百废待兴”。
然而中轴网获悉，国内钢材价格并没有一点友好的势头出现，仍然持续走低。本轮国内钢材价格下跌的特点尤为引人耳目，钢厂为领跌的“赶羊人”，“鞭策”带动着市场价格流向低谷，除京津等少部分大型市场以外，市场价格跌幅还达不到钢厂价格的跌幅尺度。钢厂当前的报价特点是每日出价连同锁价一同销售，年底时候都面临资金紧张、订单缩减、筹款困难的现象，这或许是直接导致进入12月以来接近400元新一轮钢价下跌的症结原因。
截止目前钢材市场仍未有其成效，悲观萎靡的心态加上巨大的资金压力，这使得钢材价格如过山车一般加速下滑。近两周，国内钢材市场下跌势头一波高过一波，整体价位已创近十年来新低，钢铁企业运营压力持续加大。因此，在年前钢厂仍将下压材料价格作为限制亏损压榨的主要控制手段，如若成本及销售压力仍难得到以回暖，钢铁企业或将受外力影响被迫减产，这些现象的出现都会导致铁矿石需求量的严重不稳定。记者预计进口铁矿石市场在“跨年”期间之后很难再“起死回生”，在2015年春之后定将形成矿价长期持续萎靡不振的颓势。
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