[SMM 분석] 월말 거래 심리는 약세를 유지했으며, 이번 주 니켈염 가격이 하락했다.

Tang Eng Iron Works has issued flat prices for its July stainless steel products, snapping a seven-month streak of consecutive price increases. The decision covers its main 304 hot-rolled and cold-rolled coils as well as 316L surcharges, aligning with major upstream peers Yusco and Walsin Lihwa, which also rolled over their rates yesterday, keeping both sheet products and wire rods steady across the industry. The move marks a temporary pause to seven months of sustained price increases, bringing a period of stability to Chinese Taiwan's domestic stainless steel market.

Walsin Lihwa has issued flat pricing for its July stainless steel wire rods, ending seven consecutive months of price increases, with 200, 300, and 400 series products all held unchanged, mirroring Yusco's decision to freeze prices for the month. A stronger US dollar has pressured metal markets, weighing on key raw materials such as nickel and stainless steel scrap. Offsetting factors include rising ferromolybdenum costs and peak summer electricity rates, which continue to add financial pressure on manufacturing operations. Balancing these conflicting cost dynamics against customer needs, Walsin Lihwa opted for a stable pricing approach to safeguard buyers' market competitiveness.

[ SMM 일일 리뷰: 롱-숏 괴리 지속 확대; NPI 침체 국면 개선 어려울 듯 ] 7월 2일 – SMM 고급 NPI 상류 심리지수는 2.29로 전월 대비 0.03 하락, 고급 NPI 하류 심리지수는 1.72로 전월 대비 0.02 하락.