[SMM 철강 월간 선적] 중국 32개 항구 4월 출항량 전월 대비 16.75% 소폭 증가

[SMM Stainless Steel Scrap Market Weekly Review] Futures Weakness Dragged Down Stainless Steel Scrap Prices; Off-Season Demand Slump Pressured Market This week, prices of 304 stainless steel scrap off-cuts in east China pulled back, with a quotation range of 10,350-10,450 yuan/mt; prices of the same specification stainless steel scrap in the Foshan area fell in tandem, with a price range of 10,200-10,500 yuan/mt. From the perspective of raw material production cost analysis, the current cost to produce stainless steel entirely using stainless steel scrap is about 14,520.18 yuan/mt, while the cost using high-grade NPI reaches 14,988.98 yuan/mt, with the two maintaining a favorable cost spread. Stainless steel scrap prices pulled back slightly this week. During the week, SS futures consolidated weakly, and the weak sentiment in the futures market transmitted to the spot market, driving stainless steel finished product spot prices to also pull back slightly; the decline in the substitute raw material high-grade NPI slowed down, reducing its drag on the market, but the overall atmosphere in the raw material market remained mediocre. Under the influence of the futures-spot linkage, stainless steel scrap prices edged down slightly in tandem. Overall, cost support is difficult to offset the bearish pressure from fundamentals. The market has now entered the traditional consumption off-season for stainless steel, with end-use demand lacking internal momentum, and the expected production schedules of stainless steel mills pulling back, directly leading to a simultaneous weakening of rigid demand for stainless steel scrap. Meanwhile, news about the supplementary quota for Indonesian nickel ore remains unresolved, and policy uncertainty in the industry chain has been rising, leaving the overall market sentiment cautious and wait-and-see. Although stainless steel scrap still maintains a decent economic advantage over high-grade NPI, providing bottom support for prices, under the dual pressures of weak futures and the off-season…

[브라질] 이번 주, 브라질 철강업체들은 판매 촉진을 위해 판재류 가격을 인하했으며, 이에 따라 국내 HRC 가격지수는 톤당 29.8달러 하락한 701.6~759.2달러를 기록했다. 한편 수입 시장도 약세를 보이며, HRC 수입 가격은 30달러/톤 하락한 620~660달러/톤, 용융아연도금 수입 가격은 90달러/톤 급락한 760~820달러/톤을 기록했다. 그러나 브라질의 25% 수입 관세와 국내 철강업체의 가격 양보로 인해, 구매자들은 해상 수입 물량에 대해 신중한 관망 태도를 취했다.