节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:4/10


印尼拟自4月1日起对和煤炭征收出口税,促使青山控股集团印尼业务考虑上调出口价格。这一动态预计将加剧中国台湾钢铁厂的成本压力——后者本已计划4月小幅调价,或引发超出预期的价格上涨。

回顾3月整体市场表现,受买卖双方持续博弈影响,交易活跃度维持低迷,市场呈现“成本高企、需求疲软”特征。买方试图压低采购价,而卖方则面临原材料成本持续上涨、低价库存显著减少的双重压力。

由于缺乏降价刺激订单的灵活性,全月整体成交依旧清..000新台币/吨。

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