据顾问公司伍德麦肯兹有限公司称，随着中国国有采购企业寻求在钢铁原料定价方面拥有更大影响力，日本及其他主要铁矿石买家面临沦为价格接受者的风险。
Japan and other major iron ore buyers risk becoming price takers as China’s state-backed purchasing company seeks greater influence over how the steelmaking ingredient is priced, according to consultant Wood Mackenzie Ltd.
伍德麦肯兹在周四发布的一份报告中表示，中国矿产资源集团有限公司正从集中采购角色转变为全球价格形成的潜在力量。这意味着，日本及其他买家的成本可能会对中国港口库存、人民币汇率状况、市场情绪以及中国矿产资源集团的采购节奏变得更加敏感。
China Mineral Resources Group Co. is shifting from a centralized buying role to a potential force in global price formation, WoodMac said in a report on Thursday. It means that costs for Japan and other buyers could become more sensitive to Chinese port inventories, yuan conditions, market sentiment and the rhythm of CMRG’s purchases, according to the consultancy.
自2022年成立以来，中国矿产资源集团旨在整合中国钢企采购、增强其与全球矿商的议价能力，其影响力迅速扩大。过去一年，该集团在与供应商的谈判中采取了更强硬的方式，包括与必和必拓集团和福特斯克有限公司进行了长达数月的僵持，限制了部分产品的销售。
CMRG has rapidly expanded its influence since it was established in 2022 to consolidate purchases by Chinese steelmakers and strengthen their bargaining power with global miners. Over the past year, it has taken a more assertive approach in negotiations with suppliers, including months-long standoffs with BHP Group and Fortescue Ltd. that restricted sales of some of their products.
伍德麦肯兹表示，中国矿产资源集团现在旨在通过获取钢厂补库、货物改道和订单流向的更多可见性来影响价格发现——这些见解传统上一直由矿商和国际贸易商紧密掌握。
CMRG now aims to influence price discovery by obtaining greater visibility on mill restocking, cargo rerouting and order flows — insights that have traditionally been closely held by miners and international trading houses, WoodMac said.
该咨询公司称：“它计划通过获取交易数据、引导流动性，并利用国家支持的平台塑造基准参考价来实现这一目标。”
“It plans to do this by capturing transaction data, steering liquidity, and shaping benchmark references through a state-backed platform,” the consultancy said.