[Resumo do Minério de Ferro na China] Preços de Concentrados de Minério de Ferro na Região de Tangshan Podem Continuar a Flutuar

[SMM Stainless Steel Daily Review] SS Futures Surged to a New Periodic High, Stainless Steel Spot Prices Followed the Rally with Cautious Demand On April 17, SMM reported that SS futures continued their strong upward momentum. Market sentiment was bullish. Starting from the night session, SS futures embarked on a strong upward trajectory, reaching an intraday high of 15,175 yuan/mt, a new high since 2023. As of the midday close, the most-traded SS contract was quoted at 15,105 yuan/mt. Spot market side, driven by the sharp rally in SS futures breaking through the periodic high, spot traders raised their quotes in tandem. Although end-user clients became more cautious in purchasing due to the rapid price surge, procurement volumes from basis-trading institutions increased. Moreover, the price rally widened traders' room for concessions, and some lower-grade products began to be shipped at discounted prices. Currently, SS futures surged sharply driven by capital inflows, with gains significantly outpacing those on the raw material side, posing a certain pullback risk in the market. The most-traded SS futures contract strengthened. At 10:15 AM, SS2605 was quoted at 15,095 yuan/mt, up 305 yuan/mt from the previous trading day. Spot premiums for 304/2B in the Wuxi area ranged from -125 to 75 yuan/mt. In the spot market, the average price of cold-rolled 201/2B coils in Wuxi rose by 50 yuan/mt; for cold-rolled trimmed-edge 304/2B coils, the average price in Wuxi rose by 150 yuan/mt and in Foshan by 150 yuan/mt; cold-rolled 316L/2B coils in the Wuxi area remained stable; for hot-rolled 316L/NO.1 coils, Wuxi quotes rose by 50 yuan/mt; cold-rolled 430/2B coils in Wuxi and Foshan...

[Padrão de folga inalterado, preços do aço silício GO devem permanecer estáveis na próxima semana] Atualmente, a demanda na indústria de transformadores a jusante apresenta clara divergência. As encomendas para projetos de alta gama, como ultra-alta tensão e instalações de apoio a centros de dados, permanecem estáveis, sustentando a demanda por aço silício Hi-B de alto grau. No entanto, as encomendas para transformadores de distribuição comuns estão fracas, com a demanda por recursos de grau médio-baixo persistentemente debilitada. A maioria das empresas de transformadores mantém estratégias de compra just-in-time e operações com baixo estoque, resultando em entusiasmo limitado de compra no mercado. O lado da oferta apresenta folga estrutural, com amplos recursos circulantes de aço silício de grão orientado CGO comum no mercado. Alguns comerciantes de pequeno e médio porte estão oferecendo ligeiras concessões de preço para acelerar a rotatividade de capital. Enquanto isso, os recursos de grau premium, como especificações de alta indução magnética e ultrafinas, permanecem escassos, com as empresas de primeira linha mantendo firmeza nos preços cotados.