昨日，钢材价格再现大跌，上海期货交易所的螺纹钢期货跌幅高达2.31%，至此，最近一个月钢材期货价格已跌去超过12%。但与此同时，钢厂还在逆势增产，今年前两个月日均粗钢产量创下历史新高。贸易商一两个月前订的钢材刚刚到港，成本价格比市场价格高出两三百元，钢厂却不愿进行补贴。各地贸易商面临库存高企、越卖越亏的困境。

yesterday,Steel prices tumbled,Shanghai futures exchange for rebar futures fell as much as 2.31%,At this point,The last month of steel futures prices have fallen more than 12%.But at the same time,Steel mills are still in the buck production,The first two months of the year average daily crude steel production hit a record high.Steel traders a month or two ago ordered just to the port of destination,Cost of hundred yuan higher than the market price,Steel mills are reluctant to subsidize.Traders face around the high inventory/Sell more and more deficient.

　　价格“倒挂”达300元/吨

The price"Upside down"Up to 300 yuan/ton

　　不少贸易商手中的货成本价格都远远高于目前的市场价格。“以韶钢的二级螺纹钢为例，2月份钢厂给出的出厂价格为4270元/吨，减去每吨优惠200元之后，实际贸易商的成本为4070元/吨。但目前的市场价格远远达不到这一水平，现在钢厂要求贸易商限价出售，每吨不低于3840元，但这个价格根本不可能卖得出去，实际成交价只有3810元/吨。”“我的钢铁”网分析师魏波告诉记者。

Many traders in the hands of cost of goods prices are far higher than the current market price."In secondary rebar steel, for example,Steel mills in February give factory price is 4270 yuan/ton,Minus the discount of 200 yuan per ton,Actual trader's cost is RMB 4070 / ton.But the current market price is less than the level,Steel mills require traders price sell now,Not less than 3840 yuan per ton,But it is impossible for this price,Actual price is only 3810 yuan/ton.""I steel"Network analyst Wei Bo told reporters.

　　不仅在广州，目前市场价格与出厂价格倒挂是普遍现象，根据“我的钢铁”网的监测，价格倒挂比较严重的区域，部分品种倒挂幅度高达300元/吨。

Not only in guangzhou,At present the market price and the ex-factory price inversion is a common phenomenon,According to the"I steel"Network monitoring,Selling price is more serious areas,Partial variety upside down rate is as high as 300 yuan/ton.

　　市价与出厂价大幅度倒挂使得不少贸易商损失惨重，“一些经销商库存亏损已达300元/吨，一万吨货就损失300万元。”广州的一位贸易商告诉记者。

Market price and the ex-factory price upside down which many traders lose significantly,"Some dealers inventory losses has amounted to 300 yuan/ton,Ten thousand tons of cargo loss of 3 million yuan."Guangzhou one trader told reporters.

　　贸易商损失惨重使得钢厂与贸易商之间的关系日趋紧张，近期屡屡爆出贸易商联合向钢厂要求“追补”。3月8日，杭州沙钢经销商联合发表了一封《杭州沙钢经销商致沙钢公开信》，希望钢厂对2月份计划量继续进行追补，并对3月份定价切实做到市场化原则。

Traders to lose makes an increasingly tense relationship between the steel mills and traders,Recently have been reported traders to steel mills"retroactive".On March 8,,Hangzhou shagang distributor jointly published an[Hangzhou shagang dealers to shagang open letter],Hope steel mills for retroactive amount plan in February to continue,And the pricing are effectively marketization principle in March.

　　贸易商纷纷要求“追补”

Traders are required"retroactive"

　　3月11日，沙钢下调了3月份第二期的价格，对螺纹钢下调250元/吨，线材、盘螺均下调100元/吨，并对完成2月、3月上旬计划量的经销商追补200元/吨。但杭州钢贸商认为，调价政策并没有完全达到要求。3月12日，杭州钢贸商再度发表了第二份公开信，要求沙钢提供更多“追补”。

On March 11,,The price of the second phase of the shagang downgraded the march,The rebar cut 250 yuan/ton,wire/Plate screw down 100 yuan/ton,And to finish 2 month/In early march plan quantity dealer retroactive to 200 yuan/ton.But think hangzhou steel trading business,Pricing policy doesn't completely meet the requirements.On March 12,,Hangzhou steel trading business once again issued a second copy of the letter,Shagang group was asked to give more"retroactive".

　　据了解，目前沙钢集团还未采取新的措施，而杭州地区沙钢经销商已停止对沙钢产品的销售。3月13日，成都地区贸易商也公开发出了一份《关于2013年2月下旬以来的结算价追补的请求》。《追补请求》中表示，2月21日攀钢出台了中旬和下旬的结算价，算下来5.5mm厚热卷板成本价是4270元/吨，但周边市场的现货价是4150元/吨左右。

We have learned,Shagang group currently has yet to take new measures,Shagang group and hangzhou region dealers have stopped to shagang products sales.On March 13,,Chengdu area also publicly issued a trader[About the settlement price since late February 2013 retroactive request].[Retroactive request]In the said,Pangang issued on February 21, the middle and late settlement price,Count down to 5.5 mm thick hot rolled plate cost price is 4270 yuan/ton,But the peripheral market spot price is 4150 yuan/tons.

　　一位贸易商告诉记者，之所以会出现这样的情况主要是因为一直以来很多钢厂都有大量的协议客户，即在年初的订货会上，确定一年的订货数量，并缴纳一定的保证金，然后钢厂每隔一段时间公布出厂价格。“这就意味着，订货数量已经定了，价格也完全由厂家说了算。但当市场价格出现下降的时候，价格出现倒挂，这时钢厂就会对贸易商进行"追补"，只是今年以来的行情实在太差，贸易商在亏，钢厂也在亏，所以钢厂不愿意追补太多。造成钢厂与贸易商之间的矛盾。”

One trader told reporters,The reason will appear such circumstance is because it has been a lot of steel mills have a lot of the customer agreement,At the early orders,Determine the order number of a year,And pay some deposit,Every once in a while and then steel plant released ex-factory price."This means that,Order number has been set,Price also completely by manufacturer in charge.But when market prices fall,Prices were upside down,When steel will be for traders"retroactive",Just since this year the market is so bad,Traders in the loss,Steel mills are also deficient,So too many steel mills would not retroactive.Due to the contradiction between the steel mills and traders."

　　业内观点

The point of view

　　都是产量过剩惹的祸

Is the fault of the excess production of

　　对于钢材市场的乱象，有分析师总结称：一切都是产能过剩惹的祸。国家统计局最新数据显示，1~2月份，全国日均粗钢产量为212.63万吨，较去年12月185.99万吨增长14.32%，创历史同期最高水平。此外，今年以来,钢铁社会库存从1月18日的1434.6万吨一路增至3月初2231.6万吨的历史新高水平。

For the steel market chaos,Some analysts concluded:Everything is the fault of the excess capacity of.The national bureau of statistics latest data show,1 ~ 2 month,The national average daily crude steel output of 2.1263 million tons,In December 1.8599 million tons 14.32% growth year on year,Historically highest level at the same time.In addition,Since the beginning of this year,Steel society from January 18, 14.346 million tons of inventory rose to early march all the way to an all-time high of 22.316 million tons level.

　　对此金银岛钢铁行业高级分析师徐勇波表示，当价格上涨的时候，钢厂生产积极性很高。但是生产需要一个周期，当生产正在进行产品还没有交付的时候，可能市场价格已经下跌。

Treasure island Xu Yongbo iron and steel industry, a senior analyst said,When prices rise,Steel mills production enthusiasm is very high.But production needs a cycle,When the production is ongoing product has not yet been delivered,May the market prices have fallen.

　　“不过钢厂也确实没有多少减产的动力，大型生产企业都会面临边际效益这样的问题。很多时候，就算亏损也不能全部停产。因为全部停产的代价，可能比亏损更加高昂。” 徐勇波表示。

"But steel mills do not how much output power,Large marginal efficiency production enterprises will face such problems.Most of the time,Even if the losses at all.Because all the costs of production,Sometimes more expensive than losses." Xu Yongbo said.

　　而且钢厂多数是国企，要贡献税收、增加就业，贡献地方GDP等，所以一般情况下钢厂主动减产的情况较少。

But steel mills are mostly state-owned enterprises,To contribute tax/Increase employment,Contribution to the local GDP and so on,So in general mills production situation are less active.