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Back|中鴻:指標鋼廠挺價意願強 11月三大鋼品齊漲900元
中鴻:指標鋼廠挺價意願強 11月三大鋼品齊漲900元
Urgent
自由时报·1 hour ago·Business·2 min read·🇨🇳China·

中鴻:指標鋼廠挺價意願強 11月三大鋼品齊漲900元

Quick Look

中鴻公布11月內銷、12月外銷盤價,熱軋、冷軋、鍍鋅每噸調漲900元,原因是煉鋼原料成本支撐強、國際鋼廠挺價意願強烈,並參考IMF上調全球經濟成長預期及全球製造業PMI改善,中國鋼協產量下降、庫存減少,日本JFE減產、韓國POSCO爐修,區域供給趨緊支撐價格。

AI-generated summary

Why It Matters

中鴻為台灣主要鋼商,其盤價調整受國際原料成本、全球製造業景氣及區域鋼廠產量變化影響。近期全球經濟在地緣緊張下顯示韌性,製造業PMI回升,亞洲鋼廠因極端天氣及設備維修減產。

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中鴻三大鋼品11月盤價每噸漲900元。(記者林菁樺攝)

〔記者林菁樺/台北報導〕中鴻(2014)今天開出11月份內銷、12月份外銷盤價,因煉鋼原料對成本支撐仍強,且各國指標鋼廠挺價意願強烈,11月熱軋、冷軋、鍍鋅每噸調漲900元,外銷則依產品及地區別調漲,實際報價視當地市場行情而定。

中鴻指出,總體經濟方面,國際貨幣基金組織(IMF)最新《世界經濟展望》報告指出,受惠於 AI 相關投資需求帶動,全球經濟在中東局勢與貿易緊張下仍具韌性,預期2026年全球經濟成長上調至 3.1%,並於2027年反彈至 3.4%。另,標普全球(S&P Global)九月全球製造業PMI升至53.0,創2022年二月以來新高,反映全球製造業景氣持續改善。

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鋼鐵供需方面,中國鋼協(CISA)公布九月下旬數據顯示,重要鋼鐵企業日均粗鋼產量較去年同期下降2.1%、鋼材庫存量顯著下降8.4%,顯示供給端調控與去庫進程順暢。此外,日本JFE Steel因先前極端天氣影響減產約60萬噸,加上韓國POSCO光陽廠高爐將於11月進行熄火大修,預計區域現貨供給將趨於收斂,支撐亞洲鋼市維持正向發展。

中鴻指出,當前鋼市供需結構持續調整,核心煉鋼原料對成本支撐仍強,且各國指標鋼廠挺價意願強烈,考量下游外貿接單及補庫需求陸續釋出,為反映鋼市現況並提振市場信心,此次內外銷盤價順勢調漲。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 中鴻12月外銷盤價將視區域市場行情進一步調整

    Likely · Within weeks

  • 亞洲鋼市供給將在未來數週持續收斂

    Possible · Within weeks

Open Questions

  • ?此次盤價調漲是否會被下游客戶接受?
  • ?若全球需求突然放緩,中鴻是否會逆勢調整價格?
  • ?韓國POSCO光陽廠爐修完成後,區域供給是否會快速回升?

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This article was originally published by 自由时报.

Quick Look

中鴻公布11月內銷、12月外銷盤價,熱軋、冷軋、鍍鋅每噸調漲900元,原因是煉鋼原料成本支撐強、國際鋼廠挺價意願強烈,並參考IMF上調全球經濟成長預期及全球製造業PMI改善,中國鋼協產量下降、庫存減少,日本JFE減產、韓國POSCO爐修,區域供給趨緊支撐價格。

AI-generated summary

Story signals

News tone
Positive
Emotional intensity
Medium
News value
Moderate
Global impact
National
Urgency
Urgent
Follow-up likelihood
Likely
Relevance window
Weeks

Source & Reliability

Source
自由时报
Story type
Hard news
Source quality
Full
Published
1 hour ago
View translation
中鴻
盤價
熱軋
中鴻
林菁樺
國際貨幣基金組織
標普全球
中國鋼協
台北
中國
日本
韓國
盤價
熱軋
冷軋
鍍鋅
煉鋼原料
IMF

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