廢鋼跌勢擴大 豐興鋼筋每公噸跌千元 - 股票QA

By Valerie
at 2023-05-02T22:23
at 2023-05-02T22:23
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原文標題:廢鋼跌勢擴大 豐興鋼筋每公噸跌千元
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原文連結:https://reurl.cc/Q4QoAp
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發布時間:2023/05/02 20:16
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記者署名:鉅亨網記者彭昱文
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原文內容:
鋼筋廠豐興 (2015-TW) 今 (2) 日開出本周盤價,受國際廢鋼跌幅擴大,豐興廢鋼收購價
繼上周周間下跌 600 元後,本周再跌 300 元,鋼筋則是一口氣跌千元,創近期單周最大
跌幅,藉由加速落底刺激買氣。
國際原料行情來看,日本 2H 廢鋼每公噸下跌 15 美元至 375 美元;美國貨櫃廢鋼每公
噸更下跌 25 美元至 360 美元,澳洲鐵礦砂則下跌 3 美元至 106.8 美元。
豐興說明,中國房地產需求不強,且 4 月官方製造業 PMI 較上月衰退,整體需求復甦緩
慢不如預期,加上中國 3 月份粗鋼產量大幅成長加重賣壓,上週大陸鋼價震盪下跌,衝
擊鐵礦砂價格。
美國廢鋼受土耳其需求疲弱,里拉持續貶值影響,外購廢鋼目標價持續下修,亞洲需求亦
弱且受中國鋼價下跌因素影響放緩採購,本週報價持續下跌;日本廢鋼也持續受越南、韓
國市場需求轉弱,壓抑價格。
豐興本周盤價調整後,廢鋼收購價來到每公噸 1.09 萬元;鋼筋盤價跌破 2 萬元,來到
每公噸 1.94 萬元;型鋼價格則持平每公噸 2.76 萬元。
心得/評論:
雖說豐興鋼筋手握營建長單,對短期廢鋼跌價影響不大,但國際原料行情,跌幅持續升級
,對後期營收不可不謂影響不大,亦應注意近期鋼價跌幅有無歇止。
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