推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 高盛集團(tuán)日前發(fā)布報(bào)告稱，鐵礦石價(jià)格將會(huì)進(jìn)一步下跌，并且在2020年前都將保持低位。
本周鐵礦石價(jià)格再次創(chuàng)出近6年新低至63美元/噸下方。高盛集團(tuán)在鐵礦石價(jià)格預(yù)測(cè)中最為悲觀，其認(rèn)為鐵礦石價(jià)格在很長(zhǎng)時(shí)間內(nèi)都會(huì)維持在60美元/噸的低位(之前預(yù)測(cè)為80美元/噸)。根據(jù)UBS分析，60美元/噸的價(jià)格只有必和必拓和力拓才能盈利，F(xiàn)MG僅能做到盈虧平衡。
高盛的預(yù)測(cè)主要基于必和必拓和力拓持續(xù)增加供應(yīng)低成本鐵礦石，中國(guó)增長(zhǎng)速度放緩，中國(guó)礦商預(yù)計(jì)還會(huì)保持生產(chǎn)幾方面因素做出的。高盛分析師認(rèn)為，接下來(lái)四年，澳大利亞和巴西計(jì)劃每年增產(chǎn)3億噸低成本鐵礦石，到2018年全球鐵礦石海運(yùn)出口量將達(dá)到16.6億噸，預(yù)計(jì)將有4700萬(wàn)噸的過(guò)剩產(chǎn)能。
高盛認(rèn)為，價(jià)格預(yù)測(cè)下調(diào)如此之大是因?yàn)楫a(chǎn)能擴(kuò)張只有在鐵礦石價(jià)格低于擴(kuò)產(chǎn)邊際成本才會(huì)停止。而現(xiàn)在因匯率走低和油氣價(jià)格下跌，礦商擴(kuò)產(chǎn)的邊際成本一直在走低。
高盛還認(rèn)為，鐵礦石市場(chǎng)將會(huì)用很長(zhǎng)時(shí)間才能從必和必拓和力拓低成本高盈利擴(kuò)張模式中走出來(lái)。面對(duì)需求放緩和供應(yīng)過(guò)量，市場(chǎng)平衡的摩擦與矛盾在2016年以后才會(huì)緩解。
