Indeks Sentimen NPI Kelas Tinggi SMM Menurun pada Juni, Kepercayaan Hilir dan Hulu Goyah

Chinese Taiwan's Yusco reported May revenue of approximately NT$3.69 billion, up 21.6% MoM and marking a seven-month high, though still down 37.2% YoY. At its June 25 shareholder meeting, chaired by Vice Chairman Kuo Chung-Chi, the company approved a private placement of up to 500 million common shares to strengthen its financial structure and operating capital. This follows a difficult prior year marked by weak demand and overcapacity, which resulted in NT$38.27 billion in revenue and a NT$6.22 billion net loss. To address rising electricity costs and upcoming carbon fees, Yusco plans to introduce AI-driven manufacturing management to accelerate digital transformation, while expanding precision strip production lines and developing low-carbon, high-recycled-content products.

[SMM Nickel Flash] 30 Juni – Divergensi bullish-bearish di pasar nikel besi semakin melebar, dengan pemasok tetap mempertahankan harga tinggi sementara pabrik baja terus menekan harga lebih rendah. Transaksi di seluruh rentang harga sulit bergerak, dan perdagangan pasar secara keseluruhan lesu.

Menurut data SMM, pada 30 Juni, harga rata-rata nikel sulfat kelas baterai SMM turun 160 yuan/ton dari hari sebelumnya.