[SMM Fer et acier] Hoa Phat renforce l’énergie verte au complexe sidérurgique 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...

[Tendance relâchée inchangée, les prix de l'acier au silicium GO devraient rester stables la semaine prochaine] Actuellement, la demande dans l'industrie des transformateurs en aval diverge nettement. Les commandes pour les projets haut de gamme tels que l'ultra-haute tension et les installations associées aux centres de données restent stables, soutenant la demande en acier au silicium Hi-B de haute qualité. En revanche, les commandes de transformateurs de distribution ordinaires sont atones, avec une demande durablement faible pour les ressources de gamme moyenne à basse. La plupart des fabricants de transformateurs maintiennent des stratégies d'approvisionnement en juste-à-temps et de gestion à stocks réduits, ce qui limite l'enthousiasme des achats sur le marché. Du côté de l'offre, on observe un relâchement structurel, avec d'amples ressources en circulation d'acier au silicium à grains orientés CGO ordinaire sur le marché. Certains petits et moyens négociants consentent de légères concessions tarifaires pour accélérer la rotation des capitaux. Parallèlement, les ressources de qualité haut de gamme, telles que les spécifications à haute induction magnétique et ultra-minces, restent tendues, les entreprises de premier plan maintenant fermement leurs prix affichés.