天津無縫鋼管何時能回暖?
本周(3.23—3.27)天津無縫鋼管價格支撐乏力,部分規格小幅下滑。受上周管坯價格下跌及山東部分管廠出廠價下調影響,周初開市本地無縫鋼管市場商家心態(tai)即顯(xian)不(bu)穩(wen),但大多仍(reng)是持穩(wen)觀(guan)望。周(zhou)中(zhong)至(zhi)周(zhou)后(hou)期,市場弱勢跡(ji)象愈加(jia)明顯(xian),部分商家因月底資(zi)(zi)金(jin)壓(ya)力(li)獲利套現的(de)心理而(er)采取降價出貨的(de)策略,使得(de)市場拉漲的(de)氛圍(wei)終結,低價資(zi)(zi)源不(bu)斷(duan)涌現。總體看來,本(ben)周(zhou)天津無(wu)縫鋼(gang)管市場弱勢還(huan)是占據主導(dao)態(tai)勢,主流商家的(de)悲觀(guan)情緒不(bu)斷(duan)增強(qiang),觀(guan)望氛圍(wei)也(ye)變(bian)得(de)愈加(jia)濃(nong)重,后(hou)期形勢堪憂。
對于本地無縫(feng)鋼(gang)管(guan)市場的后期(qi)走勢,應結(jie)合以下因素進(jin)行分析。
1、市(shi)場方面:海外疫情蔓(man)延、金融市(shi)場動蕩(dang)導致市(shi)場信心轉弱(ruo),鋼材短期供大于求現象仍然嚴重,后(hou)期價格走勢不容樂觀(guan)。
2、管坯方面:本地(di)熱軋管坯價(jia)(jia)(jia)格暫穩,現天鋼產20#Φ50-75mm價(jia)(jia)(jia)格為3680元,與上周同(tong)期價(jia)(jia)(jia)格持平。原料支撐力度(du)不減,后期天津(jin)無縫鋼管下(xia)行(xing)空(kong)間不大。
3、宏觀(guan)方面(mian):國(guo)內復(fu)(fu)工(gong)(gong)(gong)(gong)率(lv)(lv)快速回(hui)(hui)升(sheng),截(jie)至(zhi)上周末,1.1萬個重(zhong)點項(xiang)(xiang)目(mu)復(fu)(fu)工(gong)(gong)(gong)(gong)率(lv)(lv)為(wei)(wei)89.1%。其中重(zhong)大(da)鐵路項(xiang)(xiang)目(mu)已基本復(fu)(fu)工(gong)(gong)(gong)(gong);重(zhong)大(da)公路、水運(yun)項(xiang)(xiang)目(mu)復(fu)(fu)工(gong)(gong)(gong)(gong)率(lv)(lv)為(wei)(wei)97%;機場項(xiang)(xiang)目(mu)復(fu)(fu)工(gong)(gong)(gong)(gong)率(lv)(lv)為(wei)(wei)87%;重(zhong)大(da)水利工(gong)(gong)(gong)(gong)程(cheng)復(fu)(fu)工(gong)(gong)(gong)(gong)率(lv)(lv)為(wei)(wei)86%。這些涉及(ji)鋼材使用(yong)量大(da)的(de)項(xiang)(xiang)目(mu),復(fu)(fu)工(gong)(gong)(gong)(gong)率(lv)(lv)已經超(chao)過了86%,距離全面(mian)的(de)復(fu)(fu)工(gong)(gong)(gong)(gong)已經指日可待。隨(sui)著(zhu)復(fu)(fu)工(gong)(gong)(gong)(gong)率(lv)(lv)的(de)快速回(hui)(hui)升(sheng),下游的(de)鋼材需求量正在穩步提升(sheng),將(jiang)有利緩解后期的(de)供需壓力。
后期來看,在需求逐步恢復的(de)情(qing)況(kuang)下(xia),再(zai)加上大(da)基建等政(zheng)策(ce)利好的(de)影響,長遠(yuan)來看大(da)家對(dui)后市還是比較看好的(de)。不過受(shou)到海外疫情(qing)以及全球經濟滑坡(po)的(de)影響,短期內天津無縫(feng)鋼管向好走勢節奏上將有所放緩,預計(ji)下(xia)周天津無縫(feng)鋼管走勢仍(reng)將震蕩(dang)盤整。