节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10
亚洲不锈钢价格过去两周持稳。尽管中东局势紧张推高燃油附加费、阶段性提振成本,但下游需求仍显疲软,预示短期将呈区间波动趋势。
经过前期上涨后,亚洲不锈钢冷轧卷板(CRC)价格已连续两周持平。3月304系冷轧卷板累计上涨90美元/吨,叠加1月跳涨190美元、2月价格持稳,一季度累计涨幅达280美元/吨。
区域市场方面,中国台湾出口价上周保持不变,无新报价记录;反之,中国出口价在前一周大幅跳涨后出现小幅回调。
原材料Ļ..镍现货价结束跌势,3月27日(上周五)收于16916美元/吨,周度上涨89美元;但印尼镍生铁(NPI)走弱,10%镍含量NPI较前一周下跌1.80美元/吨。国内市场,主力不锈钢期货合约结束两周连跌,周度反弹325元人民币。
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