需求低迷导致越南热轧卷市场疲软

Vietnamese HRC market weakens on poor demand

Kallanish（开阑商务信息咨询）报道，由于需求疲软，越南再轧热轧卷进口市场依然低迷。

The Vietnamese re-rolling hot rolled coil import market remains subdued amid weak demand, Kallanish notes.

一位越南贸易商说，关于热轧卷反倾销案悬而未决的传言不断，使进口市场陷入“两难境地”。

Continued rumours about a pending anti-dumping HRC case has placed the import market in a “dilemma,” a Vietnamese trader says.

市场传言称，越南工贸部即将于本月公布对中国热轧卷的反倾销初裁结果，税率可能为15%-25%。他补充说，由于美国即将对越南涂层钢材征收关税，越南国内热轧卷需求正在放缓。

Market chatter says that Vietnam’s Ministry of Industry & Trade will soon announce its preliminary anti-dumping findings on Chinese HRC this month and with the possibility of a duty margin of 15%-25%. Domestic HRC demand is slowing down because of the imminent US tariffs on Vietnamese coated steel, he adds.

河内一家贸易商说，中国2毫米及以上厚度SAE 1006热轧卷的进口报价为485美元/吨cfr越南。其他人也听说中国2,000毫米宽度3-12毫米厚度Q235热轧卷3月底发货的报价为483-485美元/吨cfr。对于来自中国的1,500毫米宽度热轧卷，也就是反倾销案例中的目标产品，3毫米基础Q195热轧卷的报价为465美元/吨cfr，3-12毫米Q235B级热轧卷的报价为470美元/吨cfr。

An import offer for Chinese 2mm and up thickness SAE 1006 HRC is heard at $485/t cfr Vietnam, a Hanoi trader reports. Others also hear Chinese 2,000mm width 3-12mm thickness Q235 HRC for end-March shipment offered at $483-485/t cfr. For the 1,500mm width HRC from China, which are targeted in the AD case, offers for 3mm base Q195 HRC are at $465/t cfr and for 3-12mm Q235B grade HRC at $470/t cfr.

一位知情人士称，印尼Dexin上周没有在越南市场上出售热轧卷，因为越南目前的价格“相对较低”。相反，该公司正在等待买家表明其购买价格目标。该消息人士称，这家位于苏拉威西岛的钢厂已经开始生产精整热轧卷，并且正在接受3月和4月发货的订单。其精整热轧卷产品将收取5美元/吨的额外费用。

Indonesia’s Dexin was not offering HRC in the Vietnamese market last week because current prices in Vietnam are “relatively low,” an informed source says. It is instead awaiting buyers to indicate their buying price targets. The Sulawesi-based mill has started producing skin-passed HRC and it is accepting orders for March and April shipments, the source says. Its skin-passed HRC products would have a $5/t extra charge.

Kallanish评估的SAE级2-2.7毫米厚度热轧卷价格为485美元/吨cfr越南，周环比下降7.5美元/吨。

Kallanish assessed SAE grade 2-2.7mm thickness HRC at $485/t cfr Vietnam, $7.5/t lower week-on-week.

2月11日，越南国内生产商台塑河静钢铁公司（FHS）宣布将4月份发货的国内热轧卷月度价格下调15美元/吨。对于2万吨及以上的预订量，该公司的非精整热轧卷价格为12,597越南盾/公斤（494美元/吨）cfr越南南部。需求被认为是价格下降的主要原因（见Kallanish相关报道）。

On 11 February, domestic producer Formosa Ha Tinh Steel (FHS) announced a $15/t cut for its domestic monthly HRC prices for April shipment. For bookings of 20,000t and more, the mill’s non-skin passed HRC was set at VND 12,597/kg ($494/t) cfr southern Vietnam. demand is cited as the main reason for the price drop (see Kallanish passim).

竞争对手Hoa Phat hat于2月7日将其4月份交货的非精整SAE1006或SS400级热轧卷国内价格下调至507美元/吨cfr越南南部。

Competitor Hoa Phat hat lowered its domestic HRC prices on 7 February to $507/t cfr southern Vietnam for non-skin passed SAE1006 or SS400 grade HRC for April delivery.

另一位越南贸易商说：“FHS和Hoa Phat都只为出口市场分配了少量产品。”他说，Hoa Phat在当地的配额已全部售罄，FHS的配额也几乎售罄。两家钢厂的价格都很“便宜”，他没有听说给客户任何折扣。

\"Both FHS and Hoa Phat allocated only small quantities for the export market,\" another Vietnamese trader says. Hoa Phat sold out all its local allocations and FHS is almost sold out, he says. Both mills’ prices are \"cheap\", and he did not hear of any discounts given to customers.