Import and export is an important part of the excellent and special steel market, which has an obvious regulatory effect on the domestic excellent and special steel market. Especially under the current situation of weak domestic market demand, the research on import and export is an indispensable part of controlling the overall excellent and special steel market, especially in terms of export. From the data from January to April, the export volume accounts for 9.22% of the total demand.
There are certain trend changes in import and export
According to the customs data compiled by Zhuo Chuang information, the export volume of excellent special steel in April 2022 was 431000 tons, with a month on month increase of 5.16% and a year-on-year decrease of 67.87%; The import volume was 58400 tons, a month on month decrease of 37.86% and a year-on-year decrease of 34.57%. From January to April, Youte steel exported 1506200 tons, a year-on-year decrease of 66.95%. From January to April, Youte steel imported 310200 tons, a year-on-year decrease of 27.33%. From the statistical data, the import and export of the market still did not get rid of the year-on-year downward trend, but from the month on month perspective, the export showed a certain upward trend in April, and the import further weakened. According to the analysis, the demand side of the domestic market is weak, the gap between supply and demand in the domestic market continues to expand, and the willingness to export steel has increased.
There is no obvious change in market trading partners
According to the situation of import trading partners, Japan, South Korea, Malaysia, Denan and other countries had the largest import volume from January to April 2022. From January to April, Japan imported 126000 tons of Youte steel, accounting for 40.62% of the total import volume, an increase of 9.85 percentage points compared with 2021, while South Korea and Malaysia accounted for 16.09% and 15.34% respectively. The import of Youte steel from South Korea continued to increase and surpassed Malaysia.
From the perspective of export volume, the export volume of South Korea still accounts for about 23.9% of that of Indonesia, but it is still the second largest export partner in terms of export volume, accounting for only about 23.9% of that of Thailand from January to April. Among the top 7 trading partners, Belgium and Italy have achieved significant year-on-year growth, while South Korea continues to have a year-on-year decline of 65.51%. Combined with the analysis of importing, producing and selling countries, South Korea is still an important export and import trading partner of China's Youte steel. The export volume of South Korea is significantly larger than the import volume, but from the perspective of the average import / export price, the average price of imported special steel from South Korea from January to April is 1354.68 US dollars / ton, and the average price of exported special steel to South Korea from January to April is 917.32 US dollars / ton, with a price difference of 437.36 US dollars / ton, a decrease of 50.36 US dollars / ton compared with the previous period.
From the perspective of types, from January to April, the cumulative import of Youte steel bar was 134300 tons, accounting for 43.29%, and the import of Youte steel wire rod was 175900 tons, accounting for 56.71%. The proportion of bar increased by about 2 percentage points, and the wire rod decreased accordingly. In terms of export, the export volume of Youte steel bars from January to April was 854100 tons and the import volume was 652000 tons. There is also an increase of about 2 percentage points in the proportion of bars.
For the future, June is the traditional off-season for export, but the depression of the domestic excellent and special steel market may make steel mills more inclined to export, which has alleviated the pressure of the contradiction between supply and demand. It is expected that the export may remain relatively high. In terms of import, affected by the price difference at home and abroad, it is expected to remain at a low level.
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