[SMM Hierro y Acero] Hoa Phat impulsa la energía verde en el complejo siderúrgico de Dung Quat

[SMM Stainless Steel Daily Review] SS Futures Surged to a New Periodic High, Stainless Steel Spot Prices Followed the Rally with Cautious Demand On April 17, SMM reported that SS futures continued their strong upward momentum. Market sentiment was bullish. Starting from the night session, SS futures embarked on a strong upward trajectory, reaching an intraday high of 15,175 yuan/mt, a new high since 2023. As of the midday close, the most-traded SS contract was quoted at 15,105 yuan/mt. Spot market side, driven by the sharp rally in SS futures breaking through the periodic high, spot traders raised their quotes in tandem. Although end-user clients became more cautious in purchasing due to the rapid price surge, procurement volumes from basis-trading institutions increased. Moreover, the price rally widened traders' room for concessions, and some lower-grade products began to be shipped at discounted prices. Currently, SS futures surged sharply driven by capital inflows, with gains significantly outpacing those on the raw material side, posing a certain pullback risk in the market. The most-traded SS futures contract strengthened. At 10:15 AM, SS2605 was quoted at 15,095 yuan/mt, up 305 yuan/mt from the previous trading day. Spot premiums for 304/2B in the Wuxi area ranged from -125 to 75 yuan/mt. In the spot market, the average price of cold-rolled 201/2B coils in Wuxi rose by 50 yuan/mt; for cold-rolled trimmed-edge 304/2B coils, the average price in Wuxi rose by 150 yuan/mt and in Foshan by 150 yuan/mt; cold-rolled 316L/2B coils in the Wuxi area remained stable; for hot-rolled 316L/NO.1 coils, Wuxi quotes rose by 50 yuan/mt; cold-rolled 430/2B coils in Wuxi and Foshan...

[El patrón de holgura se mantiene sin cambios; se espera que los precios del acero al silicio GO se mantengan estables la próxima semana] Actualmente, la demanda en la industria de transformadores aguas abajo muestra una clara divergencia. Los pedidos de proyectos de alta gama, como instalaciones de ultra alta tensión y centros de datos, se mantienen estables, sustentando la demanda de acero al silicio Hi-B de alto grado. Sin embargo, los pedidos de transformadores de distribución ordinarios están estancados, con una demanda de recursos de grado medio-bajo persistentemente débil. La mayoría de las empresas de transformadores mantienen estrategias de compra justo a tiempo y operaciones con bajo inventario, lo que resulta en un entusiasmo de compra limitado en el mercado. El lado de la oferta presenta una holgura estructural, con abundantes recursos circulantes de acero al silicio de grano orientado CGO ordinario en el mercado. Algunos comerciantes pequeños y medianos ofrecen ligeras concesiones de precio para acelerar la rotación de capital. Mientras tanto, los recursos de grado alto, como las especificaciones de alta inducción magnética y ultra delgadas, siguen siendo escasos, y las empresas de primer nivel mantienen firmes sus precios cotizados.