目前国际钢材市场非常微妙,一方面是钢厂仍在提高出厂价格,另一方面废钢、生铁价格开始出现下滑。国外机构有预测全球钢材出口价格在2004年5月前升至峰顶后将出现大幅回落,也有认为目前钢市是短期的调整,但总体来看国际市场不确定因素增多。一、欧洲、北美和亚洲钢材供需情况欧洲需求:欧元汇率水平仍然偏高,欧元区钢厂及其用户竞争力十分有限。因为政府和工业报告显示目前消费者和商业信心不足,欧洲央行可能将于近期发出降息的 At present, the international steel market is very delicate. On the one hand, the steel mills are still raising the ex-factory prices. On the other hand, the prices of scrap steel and pig iron have started to decline. Foreign institutions have predicted that the global steel export prices will drop sharply after they peaked in May 2004, and some think that the current steel market is a short-term adjustment, but the overall uncertainties in the international market have increased. First, the supply and demand of steel in Europe, North America and Asia European demand: the euro exchange rate is still high, the competitiveness of the euro area steel mills and their users is very limited. As government and industry reports show lack of confidence among consumers and businesses, the ECB is likely to issue a rate cut in the near future