[Panhua Group e Nanjing Steel alcançaram cooperação estratégica]

[SMM Steel] Market feedback indicates that currently the FOB selling price for SAE1006 slabs is $475/mt, with the loading port being Jingtang Port and the destination country being the Middle East.

[SMM Coking Coal and Coke Daily Brief] News-wise, mainstream steel mills in Hebei and Shandong regions accepted a 50 yuan/mt increase for wet-quenched coke and a 55 yuan/mt increase for dry-quenched coke, effective from 0:00 on July 1, 2026. Supply side, the ninth round of coke price increases was implemented, with most coke producers turning a profit and maintaining moderate operating rates. Coupled with active selling by coke enterprises, their own coke inventory was kept within a reasonable range. Demand side, hot metal production at steel mills is expected to decline, weakening rigid demand for coke. In addition, meager steel mill profits limit their ability to absorb further price hikes. In summary, recent weakness in steel prices has led to a slight pullback in market sentiment. In the short term, the coke market is likely to remain generally stable with a slight upward bias.

[Chapas e Placas] Hoje, os preços da bobina laminada a quente caíram US$ 2-3/t. Exceto pelas chapas de espessura média, os preços de exportação de outras chapas e placas também recuaram US$ 2-3/t na comparação diária, com preços de transação para bobina a quente entre US$ 488-497/t. O feedback do mercado indica que as exportações de chapas de espessura média estão indo bem recentemente e os preços se mantêm relativamente firmes. Hoje, os futuros domésticos romperam abaixo dos níveis de suporte, e o sentimento de consulta no mercado ficou extremamente desanimador, prevalecendo uma postura de esperar para ver.