Данные: движение рынка SHFE и DCE (15 июля)

The most-traded HRC contract continued yesterday's rise during the day, closing at 3,327, up 1.12%. In the spot market, cold and hot rolled prices rose 10-20 yuan/mt, with moderate trading. During the off-season, sustained price rises could hardly stimulate a continuous increase in demand, and speculative and spot-futures demand also slowed down. From a fundamental perspective, there were few new maintenance activities for HRC, supply pressure persisted, and as the off-season gradually deepened, end-use demand was unlikely to be released significantly. Phased market movements only led to resource circulation, and inventory continued to slowly accumulate in July. Overall, the current sentiment improved somewhat, but considering that finished steel remains in the off-season, the rise driven by short-term news disturbances might be difficult to sustain, and the pace may still fluctuate. Pay attention to market news developments.

Индия добилась беспошлинного доступа для экспорта стали в Великобританию примерно на 350 миллионов долларов, что выше исторического среднего уровня около 200 миллионов. Пересмотренная квота может увеличить индийский экспорт стали в Великобританию примерно до 1 миллиарда долларов в 2026–27 финансовом году с примерно 900 миллионов ранее. Переговоры по запланированному Великобританией механизму углеродных границ с 2027 года остаются нерешёнными.