[SMM Thép] Giá chào xuất khẩu HRC của Ấn Độ tăng khi giá phế liệu CFR Ấn Độ ổn định

[Vietnam] Domestic construction steel prices remained stable. Hoa Phat quoted wire rod and rebar at approximately 574 and 546 USD/tonne, respectively, while Viet Y’s northern market offers stood at around 567 and 536 USD/tonne. Pomina and VJS quoted wire rod at approximately 571 USD/tonne in the northern market, while Kyoei and VAS offered around 579 USD/tonne in the central market. Major mills maintained their offers, with listed wire rod prices ranging from approximately 567–579 USD/tonne.

[Malaysia] Chào bán HRC S275JR nội địa ở mức khoảng 2.200 MYR/tấn EXW đối với khách hàng thường xuyên và 2.230 MYR/tấn EXW đối với khách hàng không thường xuyên. Trong khi đó, thép cây B500B 16mm đạt 2.180 MYR/tấn EXW, tăng 30 MYR/tấn so với tuần trước, còn thép cuộn C12D tăng 50 MYR/tấn lên 2.300 MYR/tấn giao hàng. Phôi 3SP và thép cuộn SAE1008 xuất xứ Indonesia có giá lần lượt là 495–500 và 525–530 USD/tấn CFR Malaysia. Phôi tấm SAE1006/SS400 xuất xứ Indonesia ở mức 505–510 USD/tấn CFR Malaysia. Nhu cầu thép xây dựng nội địa vẫn yếu, hỗ trợ hạn chế cho giá.

The most-traded HRC contract closed at 3,317 today, with futures moving sideways and a full-day decline of 0.12%. In the spot market, HRC prices fell 10 yuan/mt MoM, and intraday trading weakened MoM. SMM balance data released today showed production continued to increase, while both mill inventory and social inventory destocked to some extent. Among them, HRC social inventory at 86 warehouses nationwide (large sample) tracked by SMM stood at 4.6518 million mt, down 10,700 mt MoM, or -0.23% MoM, and up 25.37% YoY on a calendar-year basis. By region, except for a larger decline in east China, other regions still saw inventory buildup. Outside China, large traders recently saw a notable improvement in coil export orders, and the expected improvement in demand in markets outside China is gradually materializing. In summary, HRC prices are expected to continue moving sideways in the short term, with continued attention on further release of restocking demand around the two holidays and the gradual recovery of market sentiment.