在中國(guó)再次推出降息舉措后,,煉鋼重要原料鐵礦石價(jià)格在最近的這輪激動(dòng)人心的漲勢(shì)中繼續(xù)攀升。中國(guó)這次降息是6個(gè)月內(nèi)第三次降息,,試圖進(jìn)一步支撐其放緩的經(jīng)濟(jì),。
根據(jù)鋼鐵指數(shù)公司(The Steel Index)的價(jià)格評(píng)估,即期中國(guó)到岸澳大利亞基準(zhǔn)鐵礦石價(jià)格周一上漲2美元,,達(dá)到每噸62.5美元,,漲幅3%。自4月初鐵礦石跌至每噸46.7美元的6年半內(nèi)最低點(diǎn)以來,,如今鐵礦石價(jià)格已激增近35%,。
中國(guó)是海運(yùn)鐵礦石的最大消費(fèi)國(guó),其購(gòu)買量占全球供應(yīng)量的比例約為三分之二,。最近這次降息應(yīng)該會(huì)降低借貸成本,,減輕中國(guó)負(fù)債累累的鋼鐵制造商的壓力。
中國(guó)港口庫(kù)存的下滑,、以及近期煉鋼廠在夏季需求高峰期前大舉買入的行為,,是鐵礦石價(jià)格近期復(fù)蘇的主要推動(dòng)因素。
此外,,在四大海運(yùn)鐵礦石生產(chǎn)商中,,必和必拓(BHP Billiton)、Fortescue metals Group及淡水河谷(Vale)這三家都曾暗示,,它們可能會(huì)愿意調(diào)整鐵礦石產(chǎn)量,。最近幾年,鐵礦石產(chǎn)量已急劇增長(zhǎng),,超過了已然減弱的需求,。
不過,許多分析師預(yù)計(jì),,除非中國(guó)需求回升或主要生產(chǎn)商真正致力于降低供應(yīng)量,,這輪復(fù)蘇行情不會(huì)持續(xù)下去,鐵礦石價(jià)格將會(huì)下跌,。(中國(guó)進(jìn)出口網(wǎng))
Iron ore, the key ingredient in steelmaking, has extended its recent breathtaking rally after China cut interest rates for a third time in six months in a further attempt to shore up its slowing economy.
Benchmark Australian ore for immediate delivery into China rose $2, or 3 per cent, to $62.50 a tonne on Monday, according to a price assessment from The Steel Index. Iron ore has now surged almost 35 per cent since sinking to a six and a half year low of $46.70 in early April.
China is the biggest consumer of seaborne iron ore, purchasing around two-thirds of the world’s supplies. The latest rate cut should lower borrowing costs and ease the pressure on the country’s heavily indebted steelmakers.
A decline in Chinese ports stocks and a late buying spree by steel mills restocking ahead of the peak summer demand period have been the key drivers of the recent recovery in iron ore prices.
In addition, three of the four largest seaborne producers — BHP Billiton, Fortescue metals Group and Vale — have all suggested they might be willing to adjust production volumes, which have surged in recent years and overwhelmed weaker demand.
However, many analysts do not expect the recovery to last and believe prices will fall unless Chinese demand picks up or there is a real commitment to cut supply on the part of major producers.