东盟钢铁市场非常安静，因为买家和贸易商继续看到最近几周钢铁价格迅速下跌。Kallanish（开阑商务信息咨询）获悉，市场参与者正在为进一步的价格下跌做准备，因为没有任何积极的迹象可以支撑市场情绪或需求。

ASEAN steel markets are very quiet as buyers and traders continue to watch with trepidation the rapid steel price erosion of recent weeks. Market players are bracing themselves for further price declines because there are no positive signs that could bolster market sentiment or demand, Kallanish notes.

投机贸易商被指责因卖空而使地区价格迅速下跌。在流动性紧张的市场上，地区钢厂还面临着非常疲软的国内和出口需求。新加坡的一位区域贸易商说：“我不认为短期内会有任何改善，有太多的负面信号。利率也将进一步上升。”

Speculative traders have been blamed for driving regional prices down quickly because of short-selling. Regional mills are also facing very weak domestic and export demand in a market where liquidity is tight. “I don’t see any improvement in the near term,” a regional trader in Singapore says. “There are too many negative signals. Interest rates are set to rise further too.”

一些人对市场的迅速下滑表示怀疑。一位马尼拉贸易商说：“没有人真正预料到这一点。”虽然他知道市场一直很疲软，但他补充说：“我没有想到会这么快就降到这些水平，而且降幅这么大。因此，大多数市场参与者，从原材料供应商到钢厂、贸易商、库存商和终端用户，都感到意外。”

Some have expressed disbelief at the rapid downturn in the market. “Nobody really saw this coming,” a Manila trader says. While he is aware the market has been weak, he adds: “I didn’t think it would come down to these levels so soon and by this much. So, most market players, from raw material suppliers to mills, to traders, to stockists, to end users, have all been blindsided.”

此外，区域市场需要时间来消化之前预订的高价钢材和原材料，这些材料在价格大幅回落后现在才到货。雅加达一位贸易商说：“客户并不积极。他们感到不满，因为价格正在下降。”他指出，正在抵达的钢铁货物的预订价格比当前的市场水平高100-150美元/吨。

There are also concerns that regional markets would need time to digest high-priced steel and raw materials that were booked previously and only arriving now after prices have come off so sharply. “Customers are not positive. They are unhappy because prices are dropping,” a trader in Jakarta says. Steel cargoes are arriving that were booked at $100-150/tonne higher than today’s market level, he notes.

在越南，政府限制对房地产行业的信贷和贷款，打击了国内的钢铁需求，同时钢铁库存也在上升。越南的钢铁价格在2月和3月有所下降，但在俄乌冲突爆发后反弹。

In Vietnam, government controls on credit and lending in the property sector have hit domestic steel demand, while steel inventories have risen. Steel prices fell in Vietnam in February and March but bounced back up on account of the Russian invasion of Ukraine.

此后，价格下滑到低于今年年初的水平。一位越南钢厂经理说：“我没有看到任何积极的信息来支持价格，至少在今年剩余时间里是如此。市场仍在等待中国政府的一些积极行动。”另一家越南钢厂的经理说，削减产能的计划正在讨论之中。

Prices have since slumped to lower than earlier this year. “I don't see any positive information to support prices at least for the rest of the year. The market is still waiting for some positive action from the Chinese government,” a Vietnamese mill manager says. Plans to cut back capacity are under discussion, a manager with another Vietnamese mill says.