供給減、需求穩 中鋼翁朝棟:今年鋼市樂觀看待


記者李宜儒/鉅亨網 /The China Post news staff

鋼鐵龍頭中鋼 (2002-TW) 董事長翁朝棟表示,2015 年是鋼市最慘的一年,2016 年開始回溫,今年因為中國持續進行供給側改革,加上汽車、家電等需求也不錯,今年鋼市可望樂觀看待。 中國市場部分,中鋼表示,中國在十三五規劃中重新宣誓要維持 GDP 6.5-7% 的目標,一方面除了是要穩定民眾信心,同時也透露初將刺激需求的目標。 另外,美國總統川普雖然宣示要美國製造,不過美國本身是鋼品的淨進口國,且美國的鋼價本來就較高,如果川普透過貿易壁壘來阻絕鋼品進口,實際上受影響的只是低價的產品,高品質的鋼品並不會受到影響,反而還更有機會搶進。 價格部分,中鋼表示,第 1 季盤價調漲 12.6%,不過相對於成本的漲幅,只反映了 60%,基本上還有空間調漲,但是公司也會衡量下游的轉嫁能力,在反映成本及客戶轉嫁之間取得平衡。 至於 2 月 24 日將召開第 2 季盤價會議,中鋼表示,第 1 季盤價開出之後,下游客戶追單動作相當積極,不過訂單早就接滿了,至於第 2 季漲幅則要等到盤價會議開完才知道。市場預估,第 2 季漲幅要超過第 1 季的機率將不會太高,將維持緩漲走勢。

Chairman Weng Chao-tung (翁朝棟) of the leading steelmaker China Steel Corp. (2002-TW) has said that 2015 was the worst year for the industry. But, he said, 2016 saw a rebound for the industry, and this year, given China’s continued supply-side reforms and the demands of automobiles and other household electronics, the steel industry is looking up.

Regarding the Chinese market, China Steel Corp. said China had reiterated its commitment to maintaining a GDP of 6.5 to 7 percent in its 13th five-year plan. This reiteration had the effect of both stabilizing the public’s confidence and stimulating demand for the target, he said.

In another area, though U.S. President Donald Trump has announced that he wants American-made goods, the U.S. is a steel importing country. Given that America’s steel prices are relatively high, even if Trump were to use trade barriers to block steel imports, only low-priced products would actually be affected. In fact, not only would high quality steel products not be affected, but they may have an opportunity to increase imports into the U.S. Regarding price, the company said that it had increased its price by 12.6 percent in the first quarter. However, compared with the increase in cost, this price hike reflected only 60 percent of the cost increase. There is still room for an increase in price, but the company will gauge the possibility of a downstream imposition of the costs and will try to find a balance between absorbing the increased costs and imposing it on clients.

The company said regarding its Feb. 24 meeting on second quarter prices that after the prices were announced for the first quarter, downstream clients acted in an extreme manner. For the first quarter, these price hikes did not affect the company greatly since orders were already placed to capacity. As for the second quarter’s potential price increase, this will be made known after the meeting. The market estimates that price hikes for the second quarter had a low chance of exceeding the hikes for the first quarter; rather, the company would adopt slow, incremental increases.