斯坦科公司负责分销的董事总经理
Dick Sands
表示，钢材贸易的近期前景光明，将被中国点亮。
Theimmediate future of steel trading is bright, and will be lit up by China, saysDick Sands, managing director for distribution at Stemcor.
Sands
在本周举行的
Kallanish
（开阑商务信息咨询）
2020
欧洲钢材市场在线会议上表示，三个主要因素正在形成欧洲的价格持续上涨趋势，特别是在进入
2021
年之际：欧盟保护主义政策、新冠疫情和中国。
Threemajor factors are shaping the ongoing ascending price trend in Europe, inparticular into 2021: EU protectionist policies, Covid-19 and China,Sands said at the Kallanish Europe Steel Markets 2020 virtual conference thisweek.
在限制进口的美国
232
关税措施影响下，经历两年下跌后，反弹力度让很多人感到意外。欧洲板材价格上涨，但比美国慢，原因是后者没有足够的内部产能来满足需求。欧盟有足够的内部产能，同时还允许一些进口，不像美国。欧盟的钢材产量将大幅增加，因为在新冠疫情限制措施遏制产量之后，闲置的高炉正在重新投产。
Aftera two-year descent on the back of Section 232 measuresrestricting imports into the US, the strength of the rebound has takenmany by surprise. European flat products prices are rising, but slower than inthe US because the latter does not have enough internal capacity to meetdemand. The EU has sufficient internal capacity while still allowing someimports, unlike the US. The bloc
’
ssteel output is set to increase significantly as idled blast furnaces are beingbrought back on line after Covid-19 restrictions curbed output.
新冠疫情起到了重要的触发作用，将中国的对外贸易模式扭转为进口。中国对半成品材的需求带来
8,000
万吨
/
年的贸易量，由出口转为进口。中国进口了约
3,500
万吨半成品材和
400
万吨生铁，并准备开始进口废钢——这是价格将继续上涨的另一个主要因素。
Covid-19has acted as a major trigger by reversing China's external trade pattern toimports. China
’
sappetite for semis has enabled an 80 million tonnes/year swing from exports toimports. The country imported around 35mt of semis and another 4mt of pig iron,and is preparing to start importing scrap – another major factor why priceswill continue rising.
Sands
表示，中国消耗的废钢估计为
4,000
万吨
/
年，这意味着对原材料的潜在重大挤压，从而加剧价格上涨，使高炉生产相对更便宜，产量更高。
Chinaconsumes an estimated 40m t/y of scrap, meaning a potential major squeeze forraw materials, thereby escalating the price rise and making blast furnaceproduction relatively cheaper and more productive, Sands said.
他提醒欧洲钢铁生产商吸取
2008-2009
年经济危机的惨痛教训，在定价方面更加规范，而不是通过降价来相互竞争。
Sands
总结说，在政府刺激措施的支持下，需求不断增长，在强有力的保护主义措施下，只要中国继续购买，欧洲钢厂的价格就将继续上涨。
Hecautioned European steel producers to continue to heed the harsh lessons of the2008-2009 economic crisis and be more disciplined in their pricing, instead ofcompeting with each other by lowering prices. Armed with strong protectionistmeasures, amid growing demand supported by government stimulus, European millprices will continue rising, as long as China continues buying, Sandsconcluded.
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Europe Steel Markets 2020
Nov. 24, 2020
