게시됨: Sep 21, 2023 18:17
Today's hot-rolled coils dropped to 3843, down 2.26%. In the spot market, the mainstream areas in the country have reduced the quotation of hot-rolled coils by 10-50 yuan/ton. According to SMM research, this week, the output of hot-rolled coils increased slightly, the cost of furnace materials was high, and the profits of steel mills were compressed, and the short-term supply may remain at a high level. At present, there is no large-scale pre-holiday replenishment action in the terminal, and the replenishment situation is not as expected. As the double festivals are gradually approaching, the pre-holiday replenishment of furnace materials is approaching the end. From the raw material side, coking coal will run in a stable and strong way in the short term, and iron ore will run in a stable way in the short term. The pre-holiday replenishment of furnace materials is approaching the end, and the furnace materials are slightly forced, but the cost support still exists, which makes the short-term decline of coil prices limited. The logic of peak season trading depends on the improvement of actual demand. At present, the actual demand performance is weak. Therefore, it is expected that the price of hot-rolled coils will still fluctuate in the short term.

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn