随着
5
月产品仍未售出的钢厂降低报价，土耳其国内热轧卷交易在经历了一周多的停滞后已恢复。上周市场已有此预期，当时一家生产商的
5
月产品对国内买家报价为
440
美元
/
吨出厂价，库存产品报价为
430
美元
/
吨库提。另一家生产商将
5
月产品的报价从
450
美元
/
吨降至
430
美元
/
吨出厂价，同时提出以
400
美元
/
吨出厂价将现有订单提高一倍。
The Turkish domestic hot rolled coil tradehas resumed after over a week of no activity after mills with unsold Mayallocations lowered their offers. This was expected in the market last week,when one producer was offering to domestic buyers at $440/tonne ex-works forMay production and $430/tonne ex-warehouse for material already in stock.Another producer reduced prices from $450/t exw to $430/t exw for May, but wasoffering to double the existing orders at $400/t exw.
Kallanish
（开阑商务信息咨询）获悉，一家垂直整合钢厂本周达成一些交易，以
415
美元
/
吨出厂价向一家工业用户售出大量
5
月产品，小宗交易价格接近
420
美元
/
吨出厂价。尽管较上周的报价下降
20
美元
/
吨，但仍高于预期，并且可能是当前价格曲线的底部，原因是本周废钢价格大幅上涨。
HMS 1/2 80:20
价格为
245
美元
/
吨
cfr
土耳其，较上周上涨
40
美元
/
吨，以废钢为原料生产热轧卷的现金成本达到
425
美元
/
吨。随着废钢价格上涨，独联体的板坯报价预计也将上升。一家钢厂表示，板坯报价将从上周的
330
美元
/
吨
cfr
提高至约
350-360
美元
/
吨
cfr
。
A vertically-integrated mill has sold somematerial already this week at $415/t exw for a large May consignment to anindustrial user, with smaller lots trading close to $420/t exw,
Kallanish
hears. Although $20/t down on its last week's offers, it is still higher thanexpected, and may be the bottom of the current price curve, as prices of scrapshot up considerably this week. With HMS 1/2 80:20 at $245/t cfr Turkey, $40/tup on last week, scrap-based cash cost of HRC production is reaching$425/t. As scrap rises, slab offers from the CIS are also expected to risefrom $330/t cfr last week indicated by one mill to around $350-360/t cfr.
土耳其国内买家预计，本周将出现新的独联体热轧卷报价，但一家俄罗斯钢厂将其在土耳其的新报价又推迟一周，很可能是因为废钢价格上涨，预计下周一将返回市场。另一家俄罗斯钢厂以
380
美元
/
吨
cfr
向一家汽车制造商售出
1
万吨热轧卷大卷。
Domestic buyers anticipated new CIS HRCoffers this week, but one Russian mill delayed its new Turkish campaign byanother week, most likely on higher scrap, and is expected in the market nextMonday. Another Russian mill sold 10,000 tonnes of HRC in large coils to a carmanufacturer at $380/t cfr.
受新冠肺炎疫情影响，限制措施仍未解除，并且在一些地方变得更加严厉。不过，消息人士指出，原材料价格的推动因素比传统上要弱。因此，如果需求不能与价格同步上升，这可能会在一定程度上巩固土耳其降低板材产量的决定。消息人士指出，这是一个日常观察和决策过程，无法预测。但消息人士指出，一些土耳其汽车和白色家电制造厂的停产将在未来几周影响热轧卷价格。
Restrictions due to the Covid-19 spread arestill in place and are getting worse in some places. Sources note however thatthe raw materials price push is a weaker factor than it is traditionally. Itmay therefore cement the decision to reduce flat production in Turkey to someextent, if demand does not pick up in line with prices. This is a dailyobservation and decision-making process, sources note, and is impossible toforecast. But the halting of several Turkish auto and white goods making plantswill affect HRC prices over the next several weeks, sources note.
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Asia Steel Markets 2020
（已延期）
22 Apr 2020, Ho Chi Minh City, Vietnam
