[SMM Hot-Rolled Arrivals] Arrivals increased notably WoW from the holiday period.

Published: Oct 14, 2025 18:09

Source: SMM

Save

SMM Steel, September 30 – According to SMM statistics, the estimated total shipments in mainstream markets this week were 185,700 mt, down 21.88% WoW

SMM Steel, Oct 14 – According to SMM statistics, the estimated total resource shipments in mainstream markets this week were 260,900 mt, up 51.33% WoW from last week’s shipment level. By market:

Table 1: Mainstream Market Arrival Comparison

Source: SMM Steel

Shanghai Market: Shipments in the Shanghai market decreased during the holiday, but rebounded WoW this week. Specifically, the increase mainly came from mainstream steel mills in North China and South China. Looking ahead, although hot-rolled coil prices weakened recently, market transactions remained sluggish, and merchants were cautious in placing orders, some mainstream steel mills increased their production schedule this month. Arrivals to the Shanghai market are expected to fluctuate rangebound over the next 1–2 weeks compared to this week.

Chart 1: Shanghai Market Arrivals

Source: SMM Steel

Lecong Market: Shipments to the Lecong market increased significantly WoW. Specifically, arrivals of resources from North China remained stable WoW, while local mainstream resources increased WoW compared to the holiday period, leading to a notable WoW rise in overall arrivals. Going forward, although the willingness of local mainstream resources to ship to South China is expected to decline slowly in the short term, given that East China prices hold a stronger advantage than South China, arrivals are expected to decrease subsequently.

Chart 2: Lecong Market Arrivals

Source: SMM Steel

SMM releases hot-rolled shipment data for mainstream market flows every Tuesday. To subscribe or follow more data, please scan the QR code below.

Steel

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

28 mins ago

Data: SHFE, DCE market movement (Mar 03)

The following table shows the ferrous and nonferrous metals movement on the SHFE and DCE on 03 Mar , 2026

28 mins ago

[SMM Stainless Steel Daily Review] SS Futures Fluctuated and Pulled Back; Stainless Steel Spot Prices Held Steady

[SMM Stainless Steel Daily Review] SS Futures Fluctuated and Pulled Back; Spot Stainless Steel Prices Held Steady SMM News on March 3: SS futures fluctuated downward and then pulled back. Base metals futures overall showed a pullback trend, and SS also moved lower in tandem, finally closing at 14,185 yuan/mt. In the spot market, although SS futures pulled back, supported by cost support and boosted by expectations for the “Golden March and Silver April” peak season, spot stainless steel quotes held steady. Today, a major stainless steel producer released a new round of guidance prices, overall unchanged; the market expected stainless steel production to be relatively high in March, and steel mills might focus on active shipments during the month, with the upside in prices likely constrained by increased supply. The most-traded SS futures contract fluctuated downward. At 10:30 a.m., SS2604 was at 14,165 yuan/mt, up 5 yuan/mt from the previous trading day. In Wuxi, spot premiums/discounts for 304/2B were in the 355-555 yuan/mt range. In the spot market, Wuxi cold-rolled 201/2B coils were unchanged on average; for cold-rolled mill-edge 304/2B coils, the average price in Wuxi was unchanged, and the average price in Foshan was unchanged; Wuxi cold-rolled 316L/2B coils rose by 500 yuan/mt; hot-rolled 316L/NO.1 coils in Wuxi rose by 400 yuan/mt; cold-rolled 430/2B coils in both Wuxi and Foshan were unchanged on average. The stainless steel market gradually recovered, with SS futures strengthening and probing higher. Driven by warming expectations for the traditional “Golden March and Silver April” peak consumption season and continued fermentation of news on Indonesian nickel ore, market participants’ bullish sentiment was strong. However, the recovery pace on the spot side was slow, with some traders and downstream end-users yet to resume operations, and market trading…

28 mins ago

2 hours ago

[SMM Iron & Steel] US Iron and Steel Scrap Exports Fall 19.5% to 1.006M Tons

According to the United States International Trade Commission, US iron and steel scrap exports experienced a 19.5 percent month-on-month decrease in December 2025, totaling 1.006 million metric tons, with Turkey remaining the largest recipient at 431,773 metric tons.

2 hours ago