方管廠商的關(guān)注點(diǎn)推遲到2月底前后供需短暫錯(cuò)配及激進(jìn)補(bǔ)貨

本周(1.18-1.25)無(wú)錫市場(chǎng)方管主流報(bào)價(jià)4寸主流累降30。市場(chǎng)方面，無(wú)錫地區(qū)放假時(shí)間陸續(xù)暫定在農(nóng)歷十九到正月初九左右，周內(nèi)北方原料繼續(xù)表現(xiàn)強(qiáng)勢(shì)，部分管廠趁勢(shì)發(fā)臺(tái)政策沖擊任務(wù)量，當(dāng)?shù)夭糠稚虘糁�手囤貨正常�?kù)存10%左右，半個(gè)月銷量為主，亦有正常協(xié)議走貨觀望來(lái)年行情存在，節(jié)后庫(kù)存或難達(dá)峰值。近期投機(jī)需求勢(shì)頭稍顯，方管廠商的關(guān)注點(diǎn)推遲到2月底前后供需短暫錯(cuò)配及激進(jìn)補(bǔ)貨。供應(yīng)方面，焊鍍管廠本周正常協(xié)議幾百噸到千噸左右調(diào)整規(guī)格為多，個(gè)別大廠原料儲(chǔ)貨到位優(yōu)惠政策集 中截止到2月15日-3月底；無(wú)錫地區(qū)在統(tǒng)計(jì)貿(mào)易商焊鍍管資源較上周增約1.18%。
This week (1.18-1.25) Wuxi market mainstream quotation 4 inches mainstream declined by 30. On the market side, the vacation time in Wuxi is tentatively scheduled from the nineteenth day of the lunar calendar to the ninth day of the first lunar month. During the week, the raw materials in the North continue to show strong performance. Some management factories take advantage of the situation to launch policies to impact the task load. Some local merchants start to hoard about 10% of the normal stock. Half-month sales volume is the main one. There are also normal agreements to wait and see the next year's market. After-season stocks or it is difficult to reach The recent speculative demand momentum is slightly obvious, and the focus of welded pipe manufacturers has been delayed to the end of February, when supply and demand are temporarily mismatched and radical replenishment. On the supply side, the welded and plated pipe mills agreed to adjust their specifications from several hundred tons to about one thousand tons this week, and the preferential policies for the storage of raw materials in individual large factories concentrated until February 15-March end. The resources of welded and plated pipes in Wuxi increased by about 1.18% compared with last week. 成本方面，進(jìn)入最后交易周，整體操作氛圍大大降低；期現(xiàn)結(jié)合重回緊密性，基本面上出現(xiàn)期現(xiàn)套期保值成交量回升，成本端價(jià)格及利潤(rùn)再次借勢(shì)進(jìn)入漲勢(shì)，而市場(chǎng)普 遍表現(xiàn)淡定。截至目前，坯料部分出廠價(jià)格3430；唐山瑞豐355mm系列帶鋼出廠3640；天津友發(fā)新國(guó)標(biāo)產(chǎn)4寸(3.75mm)方管報(bào)3960元，較 上周累計(jì)上調(diào)80元。
In terms of cost, in the final trading week, the overall operating atmosphere has been greatly reduced; in combination with the return of tightness, futures and cash hedging volume has rebounded on the basic, cost-side prices and profits have again borrowed momentum into the rise, while the market is generally calm. Up to now, the ex-factory price of billet part is 3430; the ex-factory price of Tangshan Ruifeng 355mm series strip steel is 3640; the ex-factory price of Tianjin Youfa New National Standard 4 inch (3.75mm) is 3960 yuan, up 80 yuan from last week.

綜合來(lái)看，市場(chǎng)商家心態(tài)仍較為謹(jǐn)慎，不過(guò)期現(xiàn)盤面修復(fù)和當(dāng)前庫(kù)存水平的穩(wěn)支撐使節(jié)后價(jià)格存在猜想。下周真正進(jìn)入停工、休市高峰期，預(yù)計(jì)無(wú)錫地區(qū)方管將以當(dāng)前價(jià)位維穩(wěn)。
Generally speaking, the mindset of market merchants is still more cautious, but there are conjectures about the price of the envoy after the overdue spot repair and the stable support of the current inventory level. Next week will really enter the peak period of shutdown and closure, and it is expected that the local authorities in Wuxi will maintain stability at the current price.

價(jià)格方面：截至1月25日，本地友發(fā)新國(guó)標(biāo)產(chǎn)1.5寸 (3.25mm)方管主流報(bào)價(jià)4100元(噸價(jià)，下同)，4寸(3.5mm)方管主流報(bào)價(jià)4100元，6寸(4mm)方管主流報(bào)價(jià)4320元。
Price: As of January 25, the mainstream price of 1.5 inch (3.25mm) square tube produced by local Youfa New National Standard is 4100 yuan (ton price, the same below), 4 inch (3.5mm) square tube mainstream price is 4100 yuan, 6 inch (4mm) square tube mainstream price is 4320 yuan.

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