焊接方管行業(yè)供大于求并未反轉(zhuǎn)的態(tài)勢下

近期下游用焊接方管需求逐漸釋放，支撐著這輪焊接方管價(jià)反彈。在鋼價(jià)持續(xù)拉漲之時(shí)，最令市場擔(dān)憂的無疑是鋼廠什么時(shí)候會“放大招”，迅速擴(kuò)大供給量?筆者從鋼廠資金情況、3月份計(jì)劃產(chǎn)量以及唐山世園限產(chǎn)方案來分析后期焊接方管業(yè)供給強(qiáng)度。焊接方管
Recent demand for welded square tubes for downstream use has gradually released, supporting the rebound in the price of this round of welded square tubes. When the steel price continues to rise, the most worrying question is when the steel mill will "enlarge the recruitment" and rapidly expand the supply. The author analyses the supply intensity of the welded pipe industry in the later period from the aspects of the steel mill's capital situation, planned output in March and the production limit plan of Tangshan World Park. Welded square tube 短期內(nèi)在下游用焊接方管需求放量、鋼廠復(fù)蘇節(jié)奏較慢、鋼材庫存壓力不大等支撐下，預(yù)計(jì)焊接方管價(jià)仍將慣性拉漲。不過，隨著鋼廠盈利進(jìn)一步好轉(zhuǎn)，3月份復(fù)產(chǎn)將加速。尤其是建筑鋼材供需壓力要大于板材，后期價(jià)格漲幅或放緩，部分地區(qū)甚至可能出現(xiàn)暗降。同時(shí)，螺紋鋼期貨市場高位震蕩，謹(jǐn)慎觀望。在焊接方管行業(yè)供大于求并未反轉(zhuǎn)的態(tài)勢下�！霸摮鲐洉r(shí)就出貨，收回現(xiàn)金是王道”。
Supported by the demand release of welded square tubes for downstream use in the short term, the slow pace of recovery of steel mills, and the low pressure of steel stock, it is expected that welded square tube prices will still increase inertially. However, with further improvement in steel mill profits, the resumption of production in March will accelerate. Especially, the pressure of supply and demand of construction steel is greater than that of sheet metal. Later price increases or slows down, and some areas may even undergo a decline. At the same time, the threaded steel futures market high volatility, cautious wait and see. Under the situation that supply exceeds demand in welded square pipe industry and has not reversed. "When the goods are shipped, cash recovery is the king's way."