[SMM Iron & Steel] Besi Tua Galangan Kapal Alang Stabil di Tengah Lemahnya Permintaan Baja

[EU] European hot-rolled coil (HRC) prices rose yesterday, particularly in the north, as some producers moved to capitalize on recent import quota reductions to raise their offers. In the south, suppliers remain on the sidelines with mills generally absent from the spot market, though Italian HRC offers have risen to 772.50 USD/tonne EXW; meanwhile, HRC delivery prices in the northern region have increased to above 795 USD/tonne. Market participants note that prices are fluctuating as buyers adjust to the hikes, and buyers mostly remain in a wait-and-see stance. Overall, while mills are attempting to drive price increases, weak end-user demand and high inventory levels continue to suppress the momentum for significant price growth.

Minggu ini, stok sosial HRC tercatat sebesar 2,759 juta mt, naik 53.300 mt WoW (+1,97% WoW), naik 40,77% YoY, dan naik 43,01% YoY berdasarkan kalender lunar. Minggu ini, stok pabrik HRC tercatat sebesar 1,0969 juta mt, naik 87.600 mt WoW (+8,68% WoW), naik 5,95% YoY, dan naik 5,59% YoY berdasarkan kalender lunar. Minggu ini, total stok HRC mencapai 3,8559 juta mt, naik 140.900 mt WoW (+3,79% WoW), naik 28,74% YoY, dan naik 29,91% YoY berdasarkan kalender lunar.

[Vietnam] Saat ini, penawaran CFR Vietnam untuk gulungan SS400 dan SAE1006 tebal 2mm dipertahankan pada 540-550 USD/ton. Hoa Phat Group memangkas harganya secara signifikan bulan ini, terutama terdorong oleh persaingan ketat dari impor murah, dengan penurunan bulanan (MoM) sebesar 34 USD/ton menjadi 550-551 USD/ton (CFR pelabuhan domestik). Pelaku pasar kini fokus menyerap level harga baru ini. Dalam jangka pendek, harga HRC Vietnam diperkirakan akan tetap tertekan dengan tren lemah secara keseluruhan. Perhatian ketat perlu diberikan pada kesediaan aktual pembeli untuk mempertahankan harga tetap stabil serta tindak lanjut transaksi setelah penyesuaian harga Hoa Phat.