土耳其长材价格在悲观情绪下继续下跌

Turkish longs continue to decline amid bearish market

由于需求持续低迷，土耳其长材生产商进一步降低出口和国内市场的价格。

Turkish long steel producers have further reduced their prices in both export and domestic markets due to persistently sluggish demand.

Kallanish（开阑商务信息咨询）获悉，周四钢厂对螺纹钢的官方出口报价大多在530-540美元/吨fob土耳其实重，网用盘条的报价在535-550美元/吨fob。这些价格比上周进一步下降5美元/吨。

Mills’ official export quotes for rebar on Thursday were mostly at $530-540/tonne fob Türkiye actual weight and at $535-550/t fob for mesh-quality wire rod, notesKallanish. These values represent a further decline of $5/t from last week.

出口市场的需求几乎停滞，只有有限的询价和少量需求。

Demand has almost come to a halt in export markets, with only limited enquiries and for small volumes.

土耳其钢厂的发货量几乎是其第三季度欧盟配额分配量的两倍，但由于供应过剩和夏季放缓，欧洲需求依然疲软。

After Turkish mills shipped almost double the volume of their EU quota allocation for the third quarter, European demand remains weak amid excess supply and a summer slowdown.

尽管有一些来自英国、非洲、格鲁吉亚、巴勒斯坦、北塞浦路斯和巴尔干地区的询价，但与土耳其生产商的生产水平相比，询盘量微不足道。

Although there are some inquiries coming from the UK, Africa, Georgia, Palestine, Northern Cyprus and the Balkans, inquiry volumes are insignificant against Turkish producers’ production levels.

对于土耳其长材生产商而言，市场条件仍然极具挑战性。在努力确保销售的同时，钢厂继续面临高昂的生产成本。废钢价格约为345美元/吨cfr土耳其，没有利润空间，而且由于红海物流中断和方坯价格上涨，进口方坯已失去吸引力。

Market conditions remain highly challenging for Turkish long steel producers. While struggling to secure sales, mills continue to face high production costs. Scrap prices at around $345/t cfr Türkiye leave no margin, and imported billet has lost its appeal due to logistical disruptions in the Red Sea and rising billet prices.

在钢材需求得不到支持的情况下，钢厂无法提高价格。相反，为了将有限的询价转化为销售并确保现金流，钢厂被迫提供大幅折扣。因此，对于数量相对较高的一些询盘，听说一些钢厂的螺纹钢报价低至525美元/吨，盘条报价为530美元/吨fob。

With steel demand offering no support, mills are unable to increase prices. On the contrary, in order to convert limited inquiries into sales and secure cash flow, they are being forced to offer substantial discounts. As a result, some mills are heard offering rebar at as low as $525/t and wire rod at $530/t fob for relatively higher-volume inquiries.

土尔其国内市场的情况也很严峻。由于无法获得昂贵的信贷，对现金的需求不断增加，库存商和一些钢厂已将价格降至520美元/吨以下。周四，钢厂的螺纹钢官方出厂价为525-540美元/吨。

In Türkiye’s domestic market, conditions are also challenging. With the need for cash mounting amid inaccessible and expensive credit, stockists and a few mills have decreased their prices below $520/t. Mills' official rebar offers stood at $525-540/t ex-works on Thursday.

尽管人们希望7月24日可能的降息能刺激国内需求，但预计其影响有限，因为基本面还不够强劲，不足以支持明显的复苏。同时，如果政治动荡加速，降息可能会受到限制或根本不会发生。

Although there are hopes that a potential interest rate cut on 24 July could stimulate domestic demand, its impact is expected to be limited, as the underlying fundamentals are not strong enough to support a meaningful recovery. Meanwhile, if political unrestaccelerates, rate cuts might be limited or not happen at all.