印度保障性关税提案引发螺纹钢价格上涨

India’s safeguard duty proposal triggers rebar price rally

印度商务部最近建议对进口板材征收12%的保障性关税，印度螺纹钢市场对此做出了积极回应。

The Indian rebar market has responded positively to the commerce ministry’s recent proposal to impose a 12% safeguard duty on flat steel imports.

过去五周，价格一直处于上升趋势，在该消息公布后进一步飙升500-1,000印度卢比/吨（5.79-11.59美元/吨）。Kallanish（开阑商务信息咨询）获悉，一些卖家甚至暂缓报价，以评估市场动态并决定是否进一步提价。

Prices, which had been on an upward trajectory for the past five weeks, surged further by INR 500-1,000/tonne ($5.79-11.59/t) following the announcement. Some sellers even withheld offers to gauge market dynamics and decide on further price hikes, notes Kallanish.

一级螺纹钢（12-32毫米，IS 1786 Fe 550D）孟买出厂价为56,000-56,500印度卢比/吨，二级螺纹钢（12-25毫米，IS 1786 Fe 500D）赖布尔出厂价为45,500-46,000印度卢比/吨。

Primary rebar (12-32mm, IS 1786 Fe 550D) is now assessed at INR 56,000-56,500/t ex-Mumbai, while secondary rebar (12-25mm, IS 1786 Fe 500D) is priced at INR 45,500-46,000/t ex-Raipur.

保障性关税提案引发了购买狂潮，由于预期价格将大幅上涨，螺纹钢买家急于补货，使市场转向有利的方向。

The safeguard duty proposal has triggered a buying frenzy, with rebar buyers rushing to restock in anticipation of a sharp price increase, shifting the market in their favour.

尽管该关税适用于板材，但其影响已波及整个钢铁行业，从而提振了整体情绪。

Although the duty applies to flat steel, its impact has rippled through the entire steel sector, boosting overall sentiment.

孟买一位螺纹钢贸易商说：“保障性关税针对的是板材，但螺纹钢价格却在上涨。市场已经低迷了几个月，但预计这种转变至少会持续一个月。”

“Safeguard duty is on flat steel, but rebar prices are rising. The market had been sluggish for months, but this shift is expected to sustain for at least a month,” said a Mumbai-based rebar trader.

赖布尔一家螺纹钢制造商补充说：“在过去六个月里，方坯到螺纹钢的转换价差缩小了，这表明终端用户需求疲软。螺纹钢价格积极回升是防止进一步亏损所必需的。”

A Raipur-based rebar manufacturer added, “The billet-to-rebar conversion spread has narrowed over the last six months, indicating weak end-user demand. A positive correction in rebar prices was necessary to prevent further losses.”

主要由于政府基础设施项目需求低迷和铁矿石成本上升，印度各地的方坯-螺纹钢价差下降了1,000-1,200印度卢比/吨。

The billet-rebar spread has declined by INR 1,000-1,200/t across various locations in India, mainly due to sluggish demand from government infrastructure projects and higher iron ore costs.

然而，德里一位市场专家仍持谨慎态度：“这次反弹主要是供应和情绪驱动的。征税只是一项建议，即使获得批准，最初的涨势也可能消退。最终，螺纹钢价格走势将取决于需求。目前，我们还在观望。”

However, a Delhi-based market expert remains cautious: “This rally is largely supply- and sentiment-driven. The duty is only a recommendation, and even if approved, the initial surge may fade. Ultimately, rebar price trends will depend on demand. For now, it’s a wait-and-watch situation.”

不过，大多数业内人士认为，考虑到建筑活动进入高峰期，钢厂因高温和劳动力短缺而抑制生产，印度国内螺纹钢价格在短期内不太可能大幅下降。

However, most industry participants believe that with construction activity at its peak and steel mills curbing production due to high temperatures and labour shortages, a significant decline in domestic rebar prices is unlikely in the near term.