节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:4/10


根据意大利钢铁、废料及有色金属贸易、分销与加工企业协会(Assofermet)最新月度市场报告,3月意大利黑色金属废料市场在显著不确定性背景下横盘运行,对贸易和生产均造成影响。市场情绪主要受新地缘政治紧张局势拖累,直接影响能源成本、物流及工厂运营。在此背景下,钢厂需求保持在令人满意的水平,助力废料价格大体稳定,避免了显著下跌。仅有部分高于市场平均水平的运营商进行小幅下调,但未实质性改变整体局面。

然而,短期和中期前景的不确定性仍然较高,尤其是在钢厂生产计划方面。政府近期推出的能源缓解措施为工业活动提供了临时支持,带动废料需求和交付量增加。若需求保持稳定且成品价格上涨得以有效实施,考虑到材料供应有限,市场废料价格有望回升。

国际方面,土耳其在3月下半月推动废料价格上涨,累计涨幅约20美元/吨。在欧洲,西班牙反应较快,连续两次上涨约10欧元/吨,而欧洲其他市场因需求疲软限制了价格变动。亚洲市场则更为不均衡..

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