埃及即将下调方坯进口关税，以及独联体方坯价格因新冠肺炎疫情而下跌，促使埃及再轧商产生新的需求。据
Kallanish
（开阑商务信息咨询）计算，上周订购的独联体方坯多达
5
万吨。
The forthcoming reduction in Egypt's billetimport duty and the fall in CIS billet prices amid the Covid-19 outbreak hasproduced fresh demand among the country's re-rollers. As a result, up to 50,000tonnes of billet from the CIS was booked during last week,
Kallanish
calculates.
上周，一位贸易商以
357
美元
/
吨、
360
美元
/
吨和
362
美元
/
吨
cfr
埃及售出
3
批俄罗斯方坯，总计
2.5
万吨，
4
月船期。据悉，另一位当地贸易商也在谈判一宗乌克兰方坯交易。消息人士还表示，埃及正在订购土耳其方坯，但这一消息在发稿前未能得到证实。
Three Russian billet cargoes of a combined25,000t were sold by a trader last week at $357/tonne, $360/t, and $362/t cfrEgypt with April loading. Another, local trader, was also heard to have beennegotiating a Ukrainian billet purchase. Sources also talked of Turkishbillet being booked by Egypt, but this could not be confirmed by publishingdeadline.
埃及当局于
2019
年
4
月对进口方坯征收
16%
的保障关税（按照
cif
价格计算），最低为
74
美元
/
吨，为期
12
个月。从
4
月
12
日起，关税将降至
13%
，最低为
60
美元
/
吨。再加上方坯价格下降，促使埃及再轧商重回市场。由于低价方坯供应短缺状况因进口关税而加剧，
1
月底近
24
家埃及长材再轧商被迫停产。
The safeguard duty of 16% on the cif price,or a minimum of $74/t, was levied by Egyptian authorities in April 2019 for 12months. It will be reduced to 13%, or a minimum of $60/t, from 12 April, whichin conjunction with lower billet prices, brings Egyptian re-rollers back intothe frame. Almost two dozen Egyptian longs re-rollers were forced tosuspend production at the end of January, amid a shortage of affordable billetexacerbated by import duty.
当时，埃及再轧商的生产成本约为
10,500
埃及镑
/
吨（
665
美元
/
吨），但螺纹钢销售价格跌至
9,500
埃及镑
/
吨，导致亏损。受影响钢厂的总产能约为
15
万吨
/
月。目前埃及螺纹钢价格仍在
9,500
埃及镑
/
吨左右。然而，消息人士称，黑海方坯出口价格下降，意味着再轧商能够进口方坯并生产螺纹钢，近一年来首次扭转亏损局面。
At the time, the country's re-rollers’cost of production was around EGP 10,500/tonne ($665/t), but rebar sales priceshad fallen to EGP 9,500/t, resulting in a loss. The combinedproduction capacity of the mills affected was around 150,000 tonnes/month.Rebar prices in Egypt are still at around EGP 9,500/t levels. Lower Black Seabillet export prices, however, mean re-rollers are able to import and producewithout a loss for the first time in almost a year, sources say.
上周，独联体方坯出口商拒绝接受低于
330
美元
/
吨
fob
的还盘，一家以废钢为原料的沿海钢厂报价仍在
340-350
美元
/
吨
fob
，但交货时间缩短。土耳其废钢进口价格明显反弹，由于欧洲和美国废钢供应短缺，本周进口价格很可能得到巩固，这也给方坯价格反弹带来支撑。
CIS billet exporters were heard toreject bids below $330/t fob last week, with one, scrap-basedcoastal mill continuing to indicate $340-350/t fob, but with shorter leadtimes. The apparent Turkish scrap import price rebound, which may well consolidatethis week due to a shortage of European and US material, is also supportingbillet rebound sentiment.
据悉，一家土耳其钢厂以
325
美元
/
吨
cfr
伊斯肯德伦订购了俄罗斯方坯，但该厂否认了这笔交易。消息人士称，伊朗或乌克兰东部钢厂的报价在该水平。
A Turkish mill that was heard bookingRussian billet at $325/t cfr Iskenderun denied the purchase. Sources suggestedIranian or eastern Ukrainian mills were offering at this level.
贸易商表示，“……需求依然为王”
，无论原材料价格走势如何，只有在方坯和长材需求充足的情况下，上升势头才会持续。
Traders remind that “...demand remainsking,” and that the rising dynamic will only stick if there is sufficientdemand for billet and long products, regardless of raw materials' pricedynamics.
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Asia Steel Markets 2020
（已延期）
22 Apr 2020, Ho Chi Minh City, Vietnam
