中國Q1鐵礦砂進口價狂飆7成!庫存再創歷 - 股票

By Franklin
at 2017-04-28T12:23
at 2017-04-28T12:23
Table of Contents
1.原文連結(超過一行或過長必須縮網址):
2.原文內容:中國Q1鐵礦砂進口價狂飆7成!庫存再創歷史新高
鉅亨網新聞中心2017/04/27 13:21
今年第 1 季,中國經濟形勢穩定,全國完成固定資產投資年增率增長 9.2%,房地產開發
投資增速持續回升,用鋼量隨之增加,礦砂和鋼材貿易大幅增加,導致鐵礦砂「進口價格
」瘋漲 70.5%,而中國鐵礦砂庫存也在三月末,再度創下歷史新高。
據中國鋼鐵工業協會 26 日公佈的最新數據顯示,今年一至三月份,中國進口鐵礦石
27088 萬噸,年增加 2950 萬噸,增長 12.2%;進口均價每噸 79.1 美元,年增長
70.5%。截至三月底,鐵礦石港口庫存達 13456 萬噸,年增加 3513 萬噸,創歷史新高
。
北京新浪網引述該協會副秘書長王穎生表示,去年至今年第 1 季,中國經濟形勢穩定向
好,用鋼量增加。尤其是今年 1 季,全國完成固定資產投資 93777 億人民幣,年增率成
長 9.2%。房地產新開工面積增長快速,房地產開發完成投資 19292 億元,年增長 9.1%
。
王穎生說:「在這種背景下,鐵礦砂和鋼材貿易大幅增加,導致鐵礦砂價格瘋漲。但實際
上,市場供需關係沒有發生根本性改變,供大於需的狀況沒有發生改變」。
中鋼協監測數據顯示,3 月 3 日 CSPI 鋼材價格指數達到 2013 年以來的高點 107.88
點,隨後一路下跌,3 月底下跌到 101.81 點,4 月 21 日跌至 92.23 點,比 3 月 3
日的高點下跌了 14.5%;3 月下旬以來,基本所有品種的價格指數出現了下降,並且板材
的價格指數跌幅高於長材的跌幅。
中鋼協表示,目前市場對鋼品的需求總量變化不大,而產量增長,出口下降,造成市場供
給增加,抑制鋼材價格上漲,但透過持續去產能,基建投資保持增長,同時環境保護執法
的力度在持續加強,因此鋼材市場不應該出現鋼材價格斷崖式的回落。
統計一至三月份,中鋼協內部的鋼鐵業會員,一共累計實現銷售收入 8393.26 億人民幣
,年增率達 40.16%,淨利為 232.84 億人民幣,去年同期為虧損 87.48 億元。
市場預期,隨著國內鐵礦砂不斷復產增量,國外鐵礦砂今年新增產量也逐步釋放,鐵礦砂
供給過剩之矛盾,將會愈發突顯。
展望未來,在北京政府「供給側改革」持續發力的帶動下,鋼材價格若不再進一步走跌,
那麼考量到中國鐵礦砂庫存量持續落於高檔,身為鋼鐵業原物料的鐵礦砂價格低迷,在產
出價格回穩或持平、但原物料進口價續跌的效應下,那麼估計鋼企利潤將會進一步出現復
甦。
中鋼協確認,中國鋼鐵業將繼續化解鋼鐵過剩產能,全力進進鋼鐵行業去槓桿步入快車道
,穩定行業運行,多措並舉增加行效益。此外,還要加快鋼鐵行業綠色改造升級。
3.心得/評論(必需填寫滿20字):產能過剩耶...看起來短期內鋼鐵股似乎還是很不好唷...
中鋼現在跌三角▽0.30 ,目前股價24.25。
--
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2.原文內容:中國Q1鐵礦砂進口價狂飆7成!庫存再創歷史新高
鉅亨網新聞中心2017/04/27 13:21
今年第 1 季,中國經濟形勢穩定,全國完成固定資產投資年增率增長 9.2%,房地產開發
投資增速持續回升,用鋼量隨之增加,礦砂和鋼材貿易大幅增加,導致鐵礦砂「進口價格
」瘋漲 70.5%,而中國鐵礦砂庫存也在三月末,再度創下歷史新高。
據中國鋼鐵工業協會 26 日公佈的最新數據顯示,今年一至三月份,中國進口鐵礦石
27088 萬噸,年增加 2950 萬噸,增長 12.2%;進口均價每噸 79.1 美元,年增長
70.5%。截至三月底,鐵礦石港口庫存達 13456 萬噸,年增加 3513 萬噸,創歷史新高
。
北京新浪網引述該協會副秘書長王穎生表示,去年至今年第 1 季,中國經濟形勢穩定向
好,用鋼量增加。尤其是今年 1 季,全國完成固定資產投資 93777 億人民幣,年增率成
長 9.2%。房地產新開工面積增長快速,房地產開發完成投資 19292 億元,年增長 9.1%
。
王穎生說:「在這種背景下,鐵礦砂和鋼材貿易大幅增加,導致鐵礦砂價格瘋漲。但實際
上,市場供需關係沒有發生根本性改變,供大於需的狀況沒有發生改變」。
中鋼協監測數據顯示,3 月 3 日 CSPI 鋼材價格指數達到 2013 年以來的高點 107.88
點,隨後一路下跌,3 月底下跌到 101.81 點,4 月 21 日跌至 92.23 點,比 3 月 3
日的高點下跌了 14.5%;3 月下旬以來,基本所有品種的價格指數出現了下降,並且板材
的價格指數跌幅高於長材的跌幅。
中鋼協表示,目前市場對鋼品的需求總量變化不大,而產量增長,出口下降,造成市場供
給增加,抑制鋼材價格上漲,但透過持續去產能,基建投資保持增長,同時環境保護執法
的力度在持續加強,因此鋼材市場不應該出現鋼材價格斷崖式的回落。
統計一至三月份,中鋼協內部的鋼鐵業會員,一共累計實現銷售收入 8393.26 億人民幣
,年增率達 40.16%,淨利為 232.84 億人民幣,去年同期為虧損 87.48 億元。
市場預期,隨著國內鐵礦砂不斷復產增量,國外鐵礦砂今年新增產量也逐步釋放,鐵礦砂
供給過剩之矛盾,將會愈發突顯。
展望未來,在北京政府「供給側改革」持續發力的帶動下,鋼材價格若不再進一步走跌,
那麼考量到中國鐵礦砂庫存量持續落於高檔,身為鋼鐵業原物料的鐵礦砂價格低迷,在產
出價格回穩或持平、但原物料進口價續跌的效應下,那麼估計鋼企利潤將會進一步出現復
甦。
中鋼協確認,中國鋼鐵業將繼續化解鋼鐵過剩產能,全力進進鋼鐵行業去槓桿步入快車道
,穩定行業運行,多措並舉增加行效益。此外,還要加快鋼鐵行業綠色改造升級。
3.心得/評論(必需填寫滿20字):產能過剩耶...看起來短期內鋼鐵股似乎還是很不好唷...
中鋼現在跌三角▽0.30 ,目前股價24.25。
--
◢◘◘◘◤\ ◢◘◘◘◘◤\ ◢◘◘◤\ ◢◤\ ◢◤\
◢◤\_______\/ ◢◤\_______\/ ◢◤\___◢◤\ ◢◘◤\ ◢◤\/
◢◘◘◤\ ◢◘◘◘◤\ ◢◘◘◘◘◤\/ ◢◤◢◤◢◤\/
\___◢◤\ ◢◤\_____\/ ◢◤\___◢◤\/ ◢◤\ ◢◘◤\/
◢◘◘◘◤\_\/ ◢◘◘◘◘◤\ ◢◤\/ ◢◤\/ ◢◤\/ ◢◤\/
\_______\/ \_________\/ \_\/ \_\/ \_\/ \_\/
--
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