Pemberitahuan Penyesuaian Harga Baja Konstruksi Changzhi Shougang Group pada 25 Juni

[SMM Stainless Steel Daily Review] SS Futures Extended Decline, Stainless Steel Spot Followed Lower with Sluggish Trading According to SMM on June 25, SS futures extended their decline and weakened. Non-ferrous metals futures continued their downtrend, and combined with the impact of yesterday’s Indonesian nickel ore quota news, SS futures fell further. As of the midday close, the most-traded SS contract settled at 14,640 yuan/mt. In the spot market, pressured by the ongoing decline in futures and the arrival of the traditional consumption off-season, the sluggish trading situation was hard to reverse, and traders showed a strong willingness to sell. Although a mainstream stainless steel mill kept its guidance price unchanged in the morning, spot quotes still fell along with futures, and trading remained sluggish. The most-traded SS futures contract. At 10:15 AM, SS2608 was reported at 14,600 yuan/mt, down 140 yuan/mt from the previous trading day. Spot premiums for 304/2B in Wuxi were in the 370-970 yuan/mt range. In the spot market, the average price of cold-rolled 201/2B coil remained flat; cold-rolled 304/2B coil with mill edge saw its average price fall by 50 yuan/mt in Wuxi and 50 yuan/mt in Foshan; cold-rolled 316L/2B coil in Wuxi dropped by 100 yuan/mt; hot-rolled 316L/NO.1 coil in Wuxi fell by 50 yuan/mt; cold-rolled 430/2B coil in both Wuxi and Foshan held steady. This week, stainless steel futures and spot swung wildly. Macro expectations outside China repeatedly disrupted the futures, intensifying the tug-of-war between longs and shorts in the market. Overall, the pattern was one of macros driving futures trends, trading fluctuating with sentiment, supply tightening supporting spot, inventory remaining stable, and profits seeing a minor recovery...

Komisi Eropa menerbitkan Peraturan (UE) 2026/1384, yang menetapkan rezim perdagangan baja UE yang berlaku mulai 1 Juli 2026 dan menggantikan tindakan pengamanan yang berakhir pada 30 Juni. Kerangka baru ini menetapkan kuota tarif tahunan sebesar 18,3 juta metrik ton dengan bea masuk di luar kuota sebesar 50%, serta menambahkan persyaratan asal lebur-dan-tuang untuk mencegah pengelakan. Yang penting, alokasi kuota spesifik per negara belum ditetapkan: akan diatur melalui peraturan pelaksana terpisah yang belum diterbitkan, sementara pembicaraan dengan beberapa mitra FTA (perjanjian perdagangan bebas) dilaporkan masih berlangsung. Kekosongan ini membuat importir dan rantai pasok tidak pasti tentang bagaimana sistem kuota akan berfungsi sejak hari pertama, dengan pabrik baja nirkarat termasuk yang memantau pembagian akhir per negara.

Menurut statistik SMM, persediaan pabrik maupun sosial mengalami penumpukan yang bervariasi. Total persediaan bahan bangunan mencapai 8,0193 juta metrik ton, naik 226.600 metrik ton atau 2,91% MoM, menandakan munculnya titik balik persediaan.