[SMM Steel] Penurunan Cepat Harga Ekspor China Meluas ke Harga Impor HRC ASEAN yang Ikut Menurun

On August 4 China's steel export prices were broadly steady. Flat-product export prices held flat day on day, with HRC transactions at 479-483 USD/tonne; domestic futures had corrected too quickly of late and overseas enquiries increased, but actual bid levels remained low and concluded business was limited. Billet export FOB prices were steady, with Jiangyin port offers at 447-452 USD/tonne, as fierce competition kept export offers under pressure while overseas buyers showed little urgency and mostly stayed on the sidelines. Rebar export offers at Tianjin port were steady with transactions at 474-480 USD/tonne; enquiries improved slightly today but overall volumes did not pick up markedly, and some South China mills kept long-product export offers high with little business done.

[Volume Perdagangan Harian Hot Rolled Coil SMM] Pada 4 Agustus, volume perdagangan harian gabungan hot-rolled coil untuk perusahaan sampel di empat kota SMM (Shanghai, Lecong, Tianjin, Ningbo) adalah 10.220 mt, naik 320 mt, atau 3,0% DoD, turun 14,55% YoY (kalender matahari) dan turun 12,50% YoY (kalender lunar).

Harga pasar bijih domestik Liaoxi merosot tipis. Saat ini, harga EXW basis basah, bebas pajak untuk konsentrat bijih besi kadar 66% berada di 700-710 yuan/mt. Pembeli yang menghindari risiko sebagian besar bersikap wait and see terhadap prospek pasar; sentimen sejumlah pengolah bijih mulai melunak. Kerugian pabrik baja lokal semakin dalam. Berdasarkan pertimbangan pengendalian biaya, beberapa pihak bermaksud menurunkan penawaran pembelian. Margin keuntungan perantara semakin tertekan. Minat mereka untuk bertransaksi rendah, yang jelas-jelas menekan harga bijih.