7월 6일 SMM 주간 유지보수 요약

HRC futures closed at 3,283 today, down 0.21% for the day. In the spot market, cold and hot rolled prices remained largely stable. According to SMM data, steel mill profits have quickly shrunk recently. At the same time, pressure to take orders increased significantly during the off-season, leading some mills to plan new maintenance and production cuts. The combined impact has resulted in a MoM decline in the daily average HRC production schedule for July. Demand side, Q2 remains a domestic off-season, with muted downstream purchases and market transactions. Inventory pressure is expected to keep rising, and the supply-demand imbalance will gradually accumulate. HRC’s own supply-demand pattern offers limited support for prices. Overall, the supply-demand imbalance for HRC is gradually accumulating in July. Cost side, the difficulty for further short-term price increases intensifies. Considering that macro expectations and changes in external imbalances can provide limited stimulus to steel prices, short-term HRC prices are expected to continue consolidating near the bottom.

오늘 대련상품거래소(DCE) 철광석 선물 시장은 약세를 보였으며, I2609 계약은 최종 735.5위안/톤에 마감해 전 거래일 대비 0.47% 하락했습니다. 항구 현물 가격은 전 거래일보다 약 1~2위안/톤 하락했습니다. 무역상의 호가 적극성은 보통 수준이며, 제철소는 대부분 수요에 따라 재고를 보충했습니다. 현재까지 현물 거래량은 보통 수준입니다.