В июне индекс настроений SMM по высокосортному никелевому чугуну снизился, а уверенность в перерабатывающем и добывающем секторах пошатнулась.

The following table shows the ferrous and nonferrous metals movement on the SHFE and DCE on 30 Jun , 2026

Chinese Taiwan's Yusco has decided to issue flat pricing across all products for July, halting its recent streak of consecutive price increases, in a move to support distributors in securing international contracts amid relatively stable global market prices. Under the adjustment, prices for 304 and 430 grades, as well as the 316L surcharge, remain unchanged. The company continues to face high production costs driven by expensive raw materials such as high-nickel pig iron and international stainless steel scrap, compounded by a weakening New Taiwan Dollar and surging global freight rates. These pressures have offset a recent pullback in base metal prices that followed the US Federal Reserve's mid-month decision to hold interest rates steady, which strengthened the US dollar.

Chinese Taiwan's Yusco reported May revenue of approximately NT$3.69 billion, up 21.6% MoM and marking a seven-month high, though still down 37.2% YoY. At its June 25 shareholder meeting, chaired by Vice Chairman Kuo Chung-Chi, the company approved a private placement of up to 500 million common shares to strengthen its financial structure and operating capital. This follows a difficult prior year marked by weak demand and overcapacity, which resulted in NT$38.27 billion in revenue and a NT$6.22 billion net loss. To address rising electricity costs and upcoming carbon fees, Yusco plans to introduce AI-driven manufacturing management to accelerate digital transformation, while expanding precision strip production lines and developing low-carbon, high-recycled-content products.