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预计本周无锡焊管市场操作空间明显收窄

本周(8.6-8.10)无锡市场焊管4寸主流报价累涨60。监测数据显示：截止8月10日，无锡市场唐山京华新国标产6分 (2.5mm)焊管主流报价4710元(吨价，下同)，4寸(3.75mm)焊管报价4550元，6寸(4mm)焊管主流报价4750元。
This week (8.6-8.10) the 4 inch mainstream price of welded pipe in Wuxi market has increased 60. Monitoring data show that as of August 10, Wuxi market Tangshan Jinghua new national standard production 6 points (2.5mm) welded pipe mainstream quotation 4710 yuan (ton price, the same below), 4 inch (3.75mm) welded pipe quotation 4550 yuan, 6 inch (4mm) welded pipe mainstream quotation 4750 yuan.

成本方面，本周宏观面消息持续，限产限电停炉等环保政策仍时有发布，而同时山东、安徽等地督查开展也在进行中；周内期货盘面走势震荡趋势加重，现货交投热度 逐步回归低位，原料方坯受轧线等复产短时需求尚可延续支撑成材价格，管厂商操作周后期基本进入高位观望期。截至目前，坯料部分出厂价格3900元；唐山瑞 丰355mm系列带钢出厂报价4150；唐山友发新国标产4寸(3.75mm)焊管报4350元，较上周累计上调50元。
On the cost side, this week's macro news continued, environmental protection policies such as limiting production, stopping stoves and so on were still issued, while Shandong, Anhui and other places are also in the process of supervision; week futures market volatility trend aggravated, spot delivery heat gradually returned to a low level, raw materials billet rolling line and other short-term demand for resumption of production can be continued. The price of bonded timber has basically entered the high wait-and-see period after the operation week. Up to now, the billet part of the factory price of 3900 yuan; Tangshan Ruifeng 355mm series strip factory price 4150; Tangshan Youfa new national standard production of 4 inches (3.75mm) welded pipe reported 4350 yuan, up 50 yuan from last week.

市场方面，无锡地 区焊管市场价格继续随行跟涨，价随高位交投热度有所减缓。成交方面，传统最热的天气进入峰值，终端需求市场多受行情刺激为主，整体持续性仍有待观望；周后 期中小贸易在价格合适的管厂资源及利润才有适当采购，而本地各大管厂一级代理商7.8成还是以贸易为主；不过原料方坯基本面对成材短期支撑，加上环保政策 仍偶有发布，汾渭平原环保督查使焦炭短时间上涨20%，使整个上游有较强的底部支撑。库存方面，上游部分管厂厂库成品资源有涨有降，基本在几百吨范围内， 而无锡地区不完全统计焊镀管资源继续回升2.04%左右。综合来看当前宏观面多空影响对冲，而管厂商高位出货渐显疲软，或将拖拽成交价格松动，不过成本支 撑供需基本面格局，管厂商快速调整的意愿也不大。预计本周无锡焊管市场操作空间明显收窄。
On the market side, the market price of welded pipe in Wuxi continued to follow the trend, and the price slowed down with the high trading heat. Trading, the traditional hottest weather into the peak, the terminal demand market is mainly stimulated by the market, the overall sustainability remains to be seen; Late in the week, small and medium-sized trade in the right price of pipe plant resources and profits before the appropriate procurement, while the local major pipe factory agent 7.8% or trade-based; but raw materials billet base; Faced with the short-term support of finished products, coupled with environmental protection policies are still occasionally issued, the Fenwei Plain environmental protection supervision made the coke rise by 20% in a short time, so that the whole upstream has a strong bottom support. Inventory, the upstream part of the warehouse product resources have risen and fallen, basically in the range of several hundred tons, Wuxi area incomplete statistical welded pipe resources continue to rise about 2.04%. Generally speaking, the macro long-term impact of the current hedging, and the management of high shipments gradually weakened, or will drag the transaction price loosening, but the cost of supporting the supply and demand fundamentals pattern, the management of manufacturers are not willing to adjust quickly. It is expected that the operation space of Wuxi welded pipe market will be narrowed significantly this week.

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