【SMM板材日评】价格跟随原料拉涨市场心态较为分化

Published: May 25, 2026 17:31

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Supply-demand fundamentals of hot-rolled coil side, maintenance in early to mid-June will have limited impact and will drive hot-rolled coil supply to rebound. Demand is unlikely to deliver impressive performance against the backdrop of an overall off-season for steel consumption. SMM expects hot-rolled coil inventory to continue destocking in early to mid-June, with the pace of inventory decline expected to slow down in late June, with a probability of inventory buildup. Supply-demand imbalance accumulation will be limited in early to mid-June. Attention should be paid to the subsequent impact from the raw material side and export order-taking conditions.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

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【SMM板材日评】价格跟随原料拉涨 市场心态较为分化

【SMM板材日评】价格跟随原料拉涨市场心态较为分化