【SMM Aço】Austrália retoma investigação antidumping sobre aço galvanizado da Coreia do Sul e do Vietnã

Recently, the Steelmaking Division of Shougang Tongsteel reported a success: it overcame the challenge of upgrading slab thickness, and the revamping of the 90mm thin slab has achieved full-process rolling production. The implementation of the new process and new slab type not only tackled multiple bottlenecks in production technology, ensuring stable and controllable product quality, but also significantly shortened production cycles and improved equipment and personnel efficiency, injecting strong momentum into the company’s drive for stable, high output, cost reduction, and enhanced efficiency.

According to statistics from the Shaanxi Coal Industry Association, as of the end of May, the province's coal production totaled 318.837 million mt, up 3.8% YoY, accounting for 16.1% of the national coal production. Coal sales amounted to 285.2742 million mt, up 3.12% YoY. In May, the province had 225 mines in operation, producing 63.4498 million mt of coal and selling 62.0982 million mt. Of this, key state-owned coal enterprises—Shaanxi Coal Group, Shaanxi Investment Group, and Shendong's coal mines in Shaanxi—recorded raw coal production of 31.8664 million mt, accounting for 50.2% of the province's coal production; coal sales reached 30.9971 million mt, accounting for 49.9% of the province's coal sales.

Ao ingressar no ciclo tradicional de vendas de verão de 2026, o ritmo de produção e vendas do setor não apresentou recuperação significativa. Dados do monitoramento AVC PSI mostram que, em julho de 2026, a programação de produção para vendas internas de condicionadores de ar caiu 15,6% na comparação anual, e a programação total de produção caiu 12,8%. No varejo, o arrefecimento do mercado chinês persiste. Dados estimados da AVC indicam que, em maio de 2026, as vendas totais de condicionadores de ar no varejo em todos os canais recuaram 10,3% em relação ao ano anterior, com canais online (incluindo mercados de cidades menores) em queda de 8,7% e canais offline em queda de 12,2%.