Down by Chinese steel, and the European credit crisis hit, the original three largest iron ore miner shouted the third quarter rose 23 percent fear there variables, many individuals and legal persons that the steel industry, iron ore increase with convergence, the rise in steel prices in the third quarter momentum slowing down.
Legal analysis, even though China Steel (2002) 7,8 reactions on the cost of domestic plate price pressure, high hike machine, but the range should be reduced, and the overall steel prices in the third quarter under the traditional low season, will be the consolidation trend, related stocks such as China Steel, the Hung (2014), Shin Kong Steel (2031), Ye Hui (2023) and other board mills, operations will be slowed.
The steel price trend, the steel head that downstream demand is still quite good, but for the price of acceptance has gone down, mainly of raw materials face up almost everywhere, this wave, raw materials, semi-finished and finished products are amazing gains, the downstream are facing great pressure.
Legal analysis, this wave of Taiwan stocks revised down, particularly weakness in the steel stocks have been the first response to industry trends, to lead in steel, for example, foreign investors sold over three days with 35,402 sheets of steel, in steel shares since the revised May rate approaching 10%.
Market rumors, one of the three Brazilian ore to Chinese steel mills raise Vale in July to September of iron ore to rise about 23% of the message, but resistance by Chinese steel mills, market analysis, the current overall the international situation is not conducive to mining companies prices again.
Corporation, said the recent spot price of imported iron ore in China, from 180-190 U.S. dollars per metric ton high drop 160-170 U.S. dollars, but from April to June compared with the current contract price of 130 U.S. dollars per metric ton higher than about 20% was proposed to rise about 23% of the requests.
【2010/05/24 Economic Daily News】
下季鋼價 漲價動力趨緩和
受到中國鋼價下跌，及歐洲債信風暴襲擊，原先全球三大礦商第三季度鐵礦砂喊漲23%恐出現變數，不少鋼界人士及法人認為，隨著鐵礦砂漲幅收斂，鋼價第三季的上漲動力逐漸趨緩。
法人分析，儘管中鋼（2002）7、8月內銷盤價為反應成本壓力，調漲機率高，但幅度應會縮小，而整體鋼價在第三季傳統淡季下，將會是盤整走勢，相關個股如中鋼、中鴻（2014）、新光鋼（2031）、燁輝（2023）等板鋼廠，營運將轉淡。
對於鋼價走勢，中鋼主管認為，下游需求仍然不錯，但對於價格的接受度已大不如前，主要就是原料面漲太兇，這一波，原料、半成品、成品漲勢都很驚人，上下游都面臨很大的壓力。
法人解析，這波台股下修，鋼鐵股特別疲軟，已率先反應產業趨勢，以龍頭中鋼為例，外資連三日賣超中鋼35,402張，中鋼股價5月以來修正幅度逼近10%。
市場傳出，三大礦商之一的巴西淡水河谷已向中國鋼廠提出7月至9月的鐵礦砂要再漲23%的訊息，但遭中國鋼廠抗拒，市場人士分析，目前整體國際情勢，不利於礦商再次漲價。
法人表示，近期中國鐵礦砂進口現貨價，已從每公噸180至190美元高點跌至160至170美元，但較目前4至6月合約價的每公噸130美元高出約20%以上，才提出要再漲23%的要求。
【2010/05/24 經濟日報】
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