Recent demand for welded square tubes for downstream use has gradually released, supporting the rebound in the price of this round of welded square tubes. When the steel price continues to rise, the most worrying question is when the steel mill will "enlarge the recruitment" and rapidly expand the supply. The author analyses the supply intensity of the welded pipe industry in the later period from the aspects of the steel mill's capital situation, planned output in March and the production limit plan of Tangshan World Park. Welded square tube 短期内在下游用焊接方管需求放量、钢厂复苏节奏较慢、钢材库存压力不大等支撑下，预计焊接方管价仍将惯性拉涨。不过，随着钢厂盈利进一步好转，3月份复产将加速。尤其是建筑钢材供需压力要大于板材，后期价格涨幅或放缓，部分地区甚至可能出现暗降。同时，螺纹钢期货市场高位震荡，谨慎观望。在焊接方管行业供大于求并未反转的态势下。“该出货时就出货，收回现金是王道”。
Supported by the demand release of welded square tubes for downstream use in the short term, the slow pace of recovery of steel mills, and the low pressure of steel stock, it is expected that welded square tube prices will still increase inertially. However, with further improvement in steel mill profits, the resumption of production in March will accelerate. Especially, the pressure of supply and demand of construction steel is greater than that of sheet metal. Later price increases or slows down, and some areas may even undergo a decline. At the same time, the threaded steel futures market high volatility, cautious wait and see. Under the situation that supply exceeds demand in welded square pipe industry and has not reversed. "When the goods are shipped, cash recovery is the king's way."
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