Índice de Sentimento de NPI de Alto Teor da SMM cai em junho, confiança dos setores downstream e upstream oscila

Chinese Taiwan's Yusco reported May revenue of approximately NT$3.69 billion, up 21.6% MoM and marking a seven-month high, though still down 37.2% YoY. At its June 25 shareholder meeting, chaired by Vice Chairman Kuo Chung-Chi, the company approved a private placement of up to 500 million common shares to strengthen its financial structure and operating capital. This follows a difficult prior year marked by weak demand and overcapacity, which resulted in NT$38.27 billion in revenue and a NT$6.22 billion net loss. To address rising electricity costs and upcoming carbon fees, Yusco plans to introduce AI-driven manufacturing management to accelerate digital transformation, while expanding precision strip production lines and developing low-carbon, high-recycled-content products.

[SMM Nickel Flash] 30 de junho – A divergência entre compradores e vendedores no mercado de ferro-níquel se ampliou ainda mais, com fornecedores mantendo preços firmes e usinas siderúrgicas continuando a pressionar por preços mais baixos. As transações em toda a faixa de preços enfrentaram dificuldades para avançar, e as negociações gerais do mercado estiveram lentas.

De acordo com os dados da SMM, em 30 de junho, o preço médio do sulfato de níquel para baterias da SMM caiu 160 yuan/mt em relação ao dia anterior.