印度卷材市场在保障措施的不确定性中保持稳定

Indian coil market holds steady amid safeguard uncertainty

Kallanish（开阑商务信息咨询）从消息人士处获悉，本周印度国内热轧和冷轧卷价格保持稳定，需求依然疲软，市场正在等待印度对进口产品的调查结果。

Domestic Indian hot and cold rolled coil prices have been flat this week, with demand remaining soft, as the market awaits the outcome of India’s import investigations, Kallanish learns from sources.

尽管国内需求持续疲软导致看跌情绪，但价格依然保持稳定，因为市场参与者正在等待保障措施调查的结果，以及即将举行的针对越南材料的反倾销调查口头听证会。

Prices remain steady, despite the bearish sentiment caused by continuing soft domestic demand, as market participants await the outcome of the safeguard probe and the upcoming oral hearing of the anti-dumping probe against Vietnamese material.

市场预计未来价格可能会下降。一位消息人士补充说：“客户对任何其他进一步的涨价都表现出抵触情绪。”

The market expects prices may drop going forward. “Customers are showing resistance to any other further increase,” a source adds.

由于国家预算没有公布低碳钢进口税，市场一直在等待板材进口保障调查的结果（见Kallanish相关报道）。

The market has been awaiting the outcome of the safeguard probe on flat steel imports, after the national budget fell short of expectations due to a lack of announcements on mild steel import duty (see Kallanish passim).

印度贸易救济总局（DGTR）定于2月27日举行口头听证会，听证内容涉及正在进行的对原产于越南或从越南出口的进口合金钢或非合金钢热轧板材产品的反倾销调查（见Kallanish相关报道）。

India’s Directorate General of Trade Remedies (DGTR) scheduled an oral hearing on 27 February, regarding the ongoing anti-dumping investigation concerning imports of hot rolled flat products of alloy or non-alloy steel originating in or exported from Vietnam (see Kallanish passim).

印度国内热轧卷报价周环比持平，IS2062/E250 BR级热轧卷孟买出厂价为48,000-48,500印度卢比/吨（552-558美元/吨）。

Indian domestic HRC offers were flat on-week at INR 48,000-48,500/tonne ($552-558/t) ex-Mumbai for IS2062/E250 BR grade.

IS513 O级国内冷轧卷报价周环比也保持稳定，孟买出厂价为55,000-55,500印度卢比/吨。

Domestic CRC offers were also stable w-o-w at INR 55,000-55,500/t ex-Mumbai, for IS513 Grade O.

印度国内热轧中厚板报价周环比也保持稳定，基本E-250或S235同等产品孟买出厂价为49,750-50,250印度卢比/吨。

Domestic HR plate offers also held steady on-week at INR 49,750-50,250/t ex-Mumbai, for base E-250 or S235 equivalent grade.

印度国内镀锌卷（GI）报价周环比持平，0.8毫米及以上厚度、普通商品级的报价为56,750-57,750印度卢比/吨（孟买出厂基价）。彩涂卷的基本商品级报价也持平在64,750-65,500印度卢比/吨。

Domestic galvanized coil (GI) offers were flat w-o-w at INR 56,750-57,750/t ex-Mumbai base price for 0.8mm and above thickness, regular commercial grades. Colour-coated coil offers were also flat at INR 64,750-65,500/t for base commercial grades.

进口方面，越南原产热轧卷的报价为505美元/吨cfr孟买或475-480美元/吨fob胡志明，等级和装运时间相似。

In the import segment, Vietnam-origin HRC offers were heard at $505/t cfr Mumbai, or $475-480/t fob Ho Chi Minh, for similar grades and shipment times.

日本原产热轧卷的报价为490美元/吨cfr孟买。上周，听说有一笔3万至3.5万吨的热轧卷进口交易以490美元/吨cfr孟买或430-440美元/吨fob日本的价格达成。

Japan-origin HRC offers were at $490/t cfr Mumbai. Last week, a 30,000-35,000-tonne HRC import deal was heard concluded at $490/t cfr Mumbai, or $430-440/t fob Japan.

尽管达成这一交易，但由于保障措施和越南反倾销案件，印度国内买家仍然不愿意进口材料。

Despite this deal, domestic buyers continue to be reluctant to import material due to the safeguarding and Vietnam anti-dumping cases.

韩国和中国继续退出进口市场。 印度与日本、韩国、东盟、越南等签订有自由贸易协定（FTA）。

South Korea and China continue to remain out of the import market. India has a free trade agreement (FTA) with Japan, South Korea, ASEAN, Vietnam and others.

由于中国的BIS许可证于11月到期，在没有具体报价的情况下，“理论上”中国原产类似等级的进口报价为470美元/吨fob中国或500美元/吨cfr印度港口。这不包括适用于中国等非自由贸易协定国家的7.5%基本关税。

“Theoretical” China-origin import offers are at $470/t fob China or $500/t cfr Indian ports, for similar grades, amid the absence of concrete offers due to China’s BIS licence expiring in November. This does not include the 7.5% basic customs duty applicable to non-FTA countries like China.