[SMM Steel] 몬순 시즌으로 수요 둔화; 인도 롱스틸은 안정세, HRC는 약세

On August 6 China's steel export prices generally edged higher. Some flat-product export prices rose 1 USD/tonne day on day, with HRC transactions at 481-484 USD/tonne; prices have risen for successive days after the earlier decline, enquiries increased, and some products that did not follow the rise saw a degree of business. Billet export FOB prices rose 1 USD/tonne, with Jiangyin port offers at 450-455 USD/tonne, although overseas demand is fairly limited, billet export enquiries are few and competition is fierce, so deals are only possible with price concessions. Rebar export offers at Tianjin port rose 1 USD/tonne with transactions at 475-481 USD/tonne; a modest gain in futures improved enquiry sentiment and some mills concluded small-lot business, while GB-standard rebar exported to Hong Kong was offered at about 505-508 USD/tonne CFR with demand still present.

SMM 통계에 따르면, 이번 기간에도 제철소 재고와 사회 재고는 계속 엇갈렸다. 제철소 생산량이 감소했고, 제철소 재고는 여전히 소폭 감소했으며, 사회 재고는 증가세를 이어갔으나 증가 속도는 둔화되었다. 건설용 철강 총 재고는 847.88만 톤으로 전월 대비 0.06% 증가, 5,400톤 늘었다.