[SMM Besi & Baja] Hoa Phat Tingkatkan Energi Hijau di Kompleks Baja 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...

[Pola Longgar Tidak Berubah, Harga Baja Silikon GO Diperkirakan Tetap Stabil Minggu Depan] Saat ini, permintaan di industri transformator hilir jelas terpecah. Pesanan untuk proyek kelas atas seperti tegangan ultra-tinggi dan fasilitas pendukung pusat data tetap stabil, menopang permintaan baja silikon Hi-B kelas tinggi. Namun, pesanan untuk transformator distribusi biasa lesu, dengan permintaan sumber daya kelas menengah-bawah yang terus melemah. Sebagian besar perusahaan transformator menerapkan strategi pengadaan tepat waktu dan operasi inventaris rendah, sehingga antusiasme pembelian di pasar terbatas. Sisi pasokan menunjukkan kelonggaran struktural, dengan sumber daya baja silikon berorientasi butir CGO biasa yang beredar di pasar cukup melimpah. Beberapa pedagang kecil dan menengah menawarkan sedikit konsesi harga untuk mempercepat perputaran modal. Sementara itu, sumber daya kelas tinggi seperti induksi magnetik tinggi dan spesifikasi ultra-tipis tetap ketat, dengan perusahaan papan atas mempertahankan harga penawaran mereka.