Dữ liệu: Diễn biến thị trường SHFE, DCE (28/8)

[SMM Steel] Phản hồi thị trường cho thấy đối với Q235B có lịch giao hàng tháng 10, thép cuộn cán nóng (HRC) quy cách 3.5*1250*C có giá xuất xưởng (EXW), với giá bán 510 USD/tấn, và cảng xuất hàng là cảng Jingtang.

The National Development and Reform Commission (NDRC) stated on August 28 that it had recently organized and convened a series of special meetings to step up efforts to advance work related to promoting effective investment. Regarding new-type policy-based financial instruments, it coordinated with relevant parties to accelerate the disbursement of funds from these instruments and increase support for private investment projects. Regarding the “Six Networks” initiative, it studied improvements to diversified investment and financing models for the “Six Networks,” refined support policies by category across fiscal, financial, investment, pricing, and other areas, optimized the policy mix, and accelerated the commencement and construction of major engineering projects. Meanwhile, focusing on the integration of the computing power network, the new-type power grid, and the next-generation communications network, it studied the establishment of a “2+3+N” coordination mechanism jointly participated in by two power grid companies, three telecom operators, and a number of computing power-related enterprises, to strengthen overall coordination and form a concerted working force. Regarding the “implement major national strategies and build up security capacity in key areas” initiative, it urged all localities to coordinate efforts in both “hard investment” and “soft development,” closely track construction progress and fund payments, strengthen project management in a practical and rigorous manner, accelerate the implementation of major projects, generate more tangible workload as early as possible, and simultaneously plan and build a pipeline of projects for 2027.

Goldman Sachs Group said that oil exports from the Persian Gulf region have recovered to about two-thirds of pre-war levels, which to some extent has limited the impact of the Iran war on global crude oil prices. Goldman analysts including Daan Struyven and Yulia Zhestkova Grigsby said in a report that, driven by increased volumes shipped through the Strait of Hormuz, total exports of crude oil and petroleum products from the Persian Gulf region have rebounded to 15 million to 16 million barrels per day. While this level is still about 7 million to 8 million barrels per day below that seen before the conflict erupted, it is significantly higher than the trough of 5 million to 6 million barrels per day in March. The analysts said that the volume of oil shipped solely through the Strait of Hormuz may be close to the 8 million to 10 million barrels per day level estimated by US officials.