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铁矿石进口格局渐变--亲稳网络舆情监控室
2012-12-03

  随着印度进口量的缩减,中国铁矿石进口格局正发生改变。

As India ore imports reduction,China's iron ore import pattern is changed.

  “2012年我们将失去对中国(铁矿石)出口第三名的位置。”印度艾索矿业中国区首席代表UNRedkar近日公开表示,印度对华第三大出口国的地位,将在今年被南非取代。

"In 2012 we will lose to China(Iron ore)Export third place."India ai line mining China chief representative UNRedkar recently declared,India China's third largest exporter status,This year will be replaced by South Africa.

  印度曾是中国重要的铁矿石来源国,最风光的时候,印矿曾占中国进口份额的25%,与澳矿、巴矿并称为三大矿,也正是伴随着印度矿的不断涌入,中国才开启了铁矿石散货市场,即现货矿。

India was the important source of iron ore,When the scenery,Seal of China's imported ore was 25% of the share,And Australia iron ore/And mine and called three ore,It is also accompanied by India ore keep coming,China to open the iron ore bulk market,Namely spot ore.

  但最近两年,印度着力发展本国钢铁业以满足国内需求,且通过采取提高关税、铁路运费等措施限制矿石出口,“前几年进口量的份额都在20%以上,现在进口印度矿已经非常少了。”11月22日,有贸易商向《第一财经日报》记者称,到9月份,中国进口印矿占所有进口矿的份额甚至降至1.2%。

But over the past two years,India's focus on the development of domestic steel industry to meet the domestic demand,And through the by raising tariffs/Railway freight measures such as ore export restrictions,"A few years ago the share of imports in more than 20%,Now import India ore has very little."On November 22,A trader to[The first financial daily]Reporters said,In September,China imported seal of the ore import ore share even drop to 1.2%.

  相比印度矿的急剧减少,除了澳大利亚和巴西,中国正在增加来自其他国家的铁矿石量,用来缓解对三大矿商的依赖程度。其中,今年前九个月,来自南非的铁矿石占比已由5.2%升至5.7%。

Compare India ore sharp reduction,In addition to Australia and Brazil,China is increasing the amount of iron ore from other countries,Used to relieve to three ore traders dependence.the,First nine months of this year,The iron ore accounted for from South Africa than have to 5.2% from 5.7%.

  资料显示,昆巴铁矿石公司计划到2013年将铁矿石产量扩大至5300万吨,到2019年扩大至7000万吨。其他矿业公司也有相应扩建和扩产计划。

Data shows,Yumileidi cumba jay iron ore company plans by 2013 53 million tons of iron ore production to expand,In 2019 to expand to 70 million tons.Other mining companies also have the corresponding expansion and modification plan.

  不过,即便南非攀升至第三进口国,以南非矿为代表的多元化矿源目前还难以撼动整个进口矿的价格体系。据前述铁矿石贸易商反映,市场上的南非矿,水分低,品位较高,质量也不错,但相应的价格也高。数据显示,南非的进口矿均价是144美元,印度只有112美元,并不具有价格优势,但除了印度,其他铁矿石进口国均价也都很高。

but,Even if South Africa climbed to the third importer,In South Africa ore as a representative of diversified sources is still difficult to shake the imported ore price system.According to the iron ore traders reflect,The market of South Africa ore,Low moisture,Higher grade,And good quality,But the corresponding price is high.Data display,South Africa's import ore average price is $144,India only $112,Does not have a price advantage,But India,Other iron ore importer average price is very high also.

  “一个月进口南非矿300多万吨,澳大利亚一月进口3000多万吨,即使是印度占20%比例的时候,也是给那些没有进口资质的小钢厂带来货源。”分析师张琳解释称,南非矿还取代不了之前印度矿留下的市场份额,真正取代的主力是澳矿。

"A month in South Africa ore imports more than 300 tons,Australia in January import more than 3000 tons,Even if India accounts for 20% of the time,Also to those who don't have import qualification of small steel mills to bring supply of goods."Analysts said zhang Lin interpretation,South Africa ore also replace India ore left before the market share,Really replace main is Australia iron ore.

  除了澳巴印,中国每月进口其他国别的矿石已经占到24.5%,但澳大利亚和巴西仍是主要来源,澳矿此前都是40%左右的份额,目前已经飙升到了53%以上。

In addition to macau and print,China's monthly import other country-specific ore has accounted for 24.5%,But Australia and Brazil is still the main source,After Australia iron ore is 40% share,Has soared to more than 53%.



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