[SMM EU 주간 리뷰] 평강, “실현 단계” 진입; 장재, CBAM 선제 정책 리스크로 제약

2026년 8월 27~28일, 2026년 아시아태평양경제협력체(APEC) 제3차 고위관리회의가 랴오닝성 다롄에서 개최됐다. 마자쉬 외교부 부부장이 회의에 참석해 발언했다. 마자쉬는 APEC ‘중국의 해’ 프로세스가 시작된 이후 각측이 심도 있는 논의를 진행하고 아시아태평양 공동체 구축에 대한 공감대를 한층 더 공고히 했으며, 아시아태평양 공동체의 ‘4대 기둥과 8대 기반’을 예비적으로 형성해 역내 경제통합에 새로운 동력을 불어넣었다고 말했다. 중국은 훌륭한 개최국이 되어 APEC 각측과 함께 실질적 협력과 포용적 발전에 집중하고 비공식 경제지도자회의를 위한 성과를 도출하며 아시아태평양 공동체 구축에서 더 깊고 실질적인 진전을 촉진할 것이다.

[SMM Steel] 시장 피드백에 따르면 10월 선적 일정의 Q235B 기준으로, 규격 3.5*1250*C의 열연코일(HRC)은 공장도(EXW) 가격 기준 판매가가 톤당 510달러였으며, 선적항은 징탕항이었다.

The National Development and Reform Commission (NDRC) stated on August 28 that it had recently organized and convened a series of special meetings to step up efforts to advance work related to promoting effective investment. Regarding new-type policy-based financial instruments, it coordinated with relevant parties to accelerate the disbursement of funds from these instruments and increase support for private investment projects. Regarding the “Six Networks” initiative, it studied improvements to diversified investment and financing models for the “Six Networks,” refined support policies by category across fiscal, financial, investment, pricing, and other areas, optimized the policy mix, and accelerated the commencement and construction of major engineering projects. Meanwhile, focusing on the integration of the computing power network, the new-type power grid, and the next-generation communications network, it studied the establishment of a “2+3+N” coordination mechanism jointly participated in by two power grid companies, three telecom operators, and a number of computing power-related enterprises, to strengthen overall coordination and form a concerted working force. Regarding the “implement major national strategies and build up security capacity in key areas” initiative, it urged all localities to coordinate efforts in both “hard investment” and “soft development,” closely track construction progress and fund payments, strengthen project management in a practical and rigorous manner, accelerate the implementation of major projects, generate more tangible workload as early as possible, and simultaneously plan and build a pipeline of projects for 2027.