大棚镀锌管价格上涨利润回流

作者: 大棚镀锌管 来源: http://www.niutoug.com 日期: 2020-02-22 19:21:44 人气: - 评论: 817

大棚镀锌管价格上涨利润回流,厂里复工宏观利好消息刺激物流正常运输。开工工人欣喜。


大棚镀锌管企业最关心,也是反应最强烈的几个问题。企业希望国家政府部门能给予高度重视,并采取一些积极应对措施,使企业平稳过度这个非常时期。


大棚镀锌管生产组织困难。疫情导致各地物流运输受阻,水运和铁运相对较好,汽运受影响较大,部分钢厂原料进不来,熔剂辅料、铁合金补库困难;还有部分钢厂钢材出不去,胀库严重,被动减产检修增多,生产经营困难。


春节后大棚镀锌管库存大幅上涨。截至2月14日,钢厂库存和社会库存总量高达3041.8万吨,较春节前增加1323.6万吨,增幅为77%,较2018年历史高点增加近400万吨,创历史新高。未来2~3周库存可能继续增长,对钢价形成压制。


大棚镀锌管利润大幅收缩。目前钢价下,短流程钢厂亏损加剧,长流程钢厂利润已接近成本线附近,部分高成本钢厂开始亏损。


伴随大棚镀锌管有效控制,企业全面复工,需求逐步释放,宏观利好政策兑现,市场情绪好转,钢材期、现货价格有望共振上涨。短期钢市仍有困难,但中长期看好。预计2月~3月份钢价震荡偏弱,第二季度钢价震荡上涨,5月~6月份有望出现上半年钢价高点。


春节前相比,大棚镀锌管价格下跌310元/吨,跌幅为8.3%;中板价格下跌270元/吨,跌幅为7%;热轧卷板价格下跌390元/吨,跌幅为10%;碳圆价格下跌60元/吨,跌幅为1%;带钢价格下跌300元/吨,跌幅为8%;焦炭、主焦煤、废钢价格持平;硅锰价格上涨200元/吨,涨幅为3%;钒铁价格上涨11000元/吨,涨幅为11%。


大棚镀锌管价格维持上涨。http://www.niutoug.com

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