Sản lượng gang lỏng tăng trưởng hỗ trợ mạnh cho giá quặng sắt [SMM Bản tin hàng ngày quặng nhập khẩu]

[SMM Stainless Steel Scrap Market Weekly Review] Futures Weakness Dragged Down Stainless Steel Scrap Prices; Off-Season Demand Slump Pressured Market This week, prices of 304 stainless steel scrap off-cuts in east China pulled back, with a quotation range of 10,350-10,450 yuan/mt; prices of the same specification stainless steel scrap in the Foshan area fell in tandem, with a price range of 10,200-10,500 yuan/mt. From the perspective of raw material production cost analysis, the current cost to produce stainless steel entirely using stainless steel scrap is about 14,520.18 yuan/mt, while the cost using high-grade NPI reaches 14,988.98 yuan/mt, with the two maintaining a favorable cost spread. Stainless steel scrap prices pulled back slightly this week. During the week, SS futures consolidated weakly, and the weak sentiment in the futures market transmitted to the spot market, driving stainless steel finished product spot prices to also pull back slightly; the decline in the substitute raw material high-grade NPI slowed down, reducing its drag on the market, but the overall atmosphere in the raw material market remained mediocre. Under the influence of the futures-spot linkage, stainless steel scrap prices edged down slightly in tandem. Overall, cost support is difficult to offset the bearish pressure from fundamentals. The market has now entered the traditional consumption off-season for stainless steel, with end-use demand lacking internal momentum, and the expected production schedules of stainless steel mills pulling back, directly leading to a simultaneous weakening of rigid demand for stainless steel scrap. Meanwhile, news about the supplementary quota for Indonesian nickel ore remains unresolved, and policy uncertainty in the industry chain has been rising, leaving the overall market sentiment cautious and wait-and-see. Although stainless steel scrap still maintains a decent economic advantage over high-grade NPI, providing bottom support for prices, under the dual pressures of weak futures and the off-season…

[Brazil] Tuần này, các nhà máy thép Brazil đã cắt giảm giá thép tấm và thép lá để kích thích doanh số, khiến chỉ số giá HRC nội địa giảm 29,8 USD/tấn xuống còn 701,6–759,2 USD/tấn. Trong khi đó, thị trường nhập khẩu cũng suy yếu, với giá HRC nhập khẩu giảm 30 USD/tấn còn 620–660 USD/tấn, và giá thép mạ kẽm nhúng nóng nhập khẩu lao dốc 90 USD/tấn còn 760–820 USD/tấn. Tuy nhiên, do mức thuế nhập khẩu 25% của Brazil và sự nhượng bộ từ phía các nhà máy nội địa, người mua vẫn giữ thái độ thận trọng, chờ đợi đối với nguồn hàng đường biển.