Dữ liệu công nghiệp mạnh mẽ hỗ trợ giá quặng sắt ổn định [SMM Bản tin hàng ngày về quặng nhập khẩu]

[SMM Stainless Steel Daily Review] SS Futures in the Doldrums Amid News-Driven Fluctuations, Stainless Steel Trading Weak During Off-Season Demand According to SMM on June 26, SS futures climbed before pulling back. Driven by the Indonesian government's clarification of rumors regarding RKAB quotas, SS futures strengthened during the night session, but in the morning, dragged by a decline in SHFE nickel, they continued the previous downtrend, drifting lower. As of the midday close, the most-traded SS futures contract settled at 14,585 yuan/mt. In the spot market, inquiries and trading activity picked up early in the session, supported by SS futures’ overnight strength, and offer prices rose accordingly. However, as futures weakened again, wait-and-see sentiment quickly intensified, and trading activity once more turned sluggish. SS futures, the most-traded contract. At 10:15 AM, SS2608 was at 14,670 yuan/mt, up 70 yuan/mt from the previous trading day. Spot premiums for 304/2B in the Wuxi area were in the range of 400-900 yuan/mt. In the spot market, the average price of cold-rolled 201/2B coil in Wuxi stayed flat; the average price of cold-rolled 304/2B (raw edge) coil dropped 50 yuan/mt in Wuxi, while Foshan remained flat; cold-rolled 316L/2B coil prices in Wuxi fell 50 yuan/mt; hot-rolled 316L/NO.1 coil offers in Wuxi were flat; and cold-rolled 430/2B coils in both Wuxi and Foshan held steady. This week, stainless steel futures and spot prices were in the doldrums. Macro headwinds from outside China, combined with industry sentiment disruptions, fueled market pessimism, with off-season fundamentals fully coming to the fore. The overall picture showed macro factors pressuring futures, weakening off-season demand, traders cutting prices to reduce inventories, supply contraction supporting inventory levels, and steel mills…

[SEA] Giá phôi nhập khẩu Đông Nam Á tiếp tục giảm, với mức tham chiếu giảm khoảng 2,5 USD/tấn so với tuần trước xuống còn khoảng 485-495 USD/tấn CFR. Chào bán phôi 5SP xuất xứ Trung Quốc giảm xuống khoảng 495-497 USD/tấn CFR, trong khi một số thương nhân mời chào mua gần mức 490 USD/tấn CFR. Chào bán phôi 3SP hầu hết ở mức 485-490 USD/tấn CFR, hàng Iran có giá thấp tới 480 USD/tấn CFR, nhưng người mua vẫn thận trọng do nhu cầu yếu và thời gian giao hàng không chắc chắn.

[Phân tích SMM] Sức cạnh tranh xuất khẩu thép silic định hướng hạt của Trung Quốc tiếp tục được củng cố, tiến trình thay thế nhập khẩu tiếp tục được thúc đẩy