[SMM Analysis] Le sentiment des échanges de fin de mois est resté faible et les prix du sel de nickel ont baissé cette semaine.

Walsin Lihwa has issued flat pricing for its July stainless steel wire rods, ending seven consecutive months of price increases, with 200, 300, and 400 series products all held unchanged, mirroring Yusco's decision to freeze prices for the month. A stronger US dollar has pressured metal markets, weighing on key raw materials such as nickel and stainless steel scrap. Offsetting factors include rising ferromolybdenum costs and peak summer electricity rates, which continue to add financial pressure on manufacturing operations. Balancing these conflicting cost dynamics against customer needs, Walsin Lihwa opted for a stable pricing approach to safeguard buyers' market competitiveness.

[SMM Revue quotidienne : La divergence long-short continue de s’élargir ; le marasme du NPI ne devrait pas s’améliorer] 2 juillet – Le facteur de sentiment amont du NPI de haute qualité SMM s’établissait à 2,29, en baisse de 0,03 d’un mois sur l’autre, et le facteur de sentiment aval du NPI de haute qualité à 1,72, en baisse de 0,02 d’un mois sur l’autre.