HPG - Hòa hợp cùng phát triển (P3)

Giai đoạn này gd cầm chừng buồn ngủ quá. Có lẽ một phần do thị trường chung thứ nữa mọi người chờ sản lượng tháng 6 và chờ ĐHCĐ xem tình hình thế nào. Nếu như sản lượng T6 không được tốt thì HPG sẽ giảm chút ít, nên cứ găm sẵn tiền nằm chờ thời. Hàng sẵn trong nhà thì để yên, còn có hàng sale off thì hốt luôn

Nay giao dịch giá nhìn nản thật

HPG ko đánh ngắn đc đâu, nên ai lướt sóng thì bán hết đi.

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COLUMN-China's sliding metals inventories point to higher prices, V-shaped recovery: Russell

The opinions expressed here are those of the author, a columnist for Reuters.)

* GRAPHIC - China copper inventories vs futures price: tmsnrt.rs/2YXDj48

By Clyde Russell

LAUNCESTON, Australia, June 22 (Reuters) - One of the encouraging aspects for those hoping for a V-shaped economic recovery from the novel coronavirus in China has been the increase in the price and demand for many key metals.

There is a further aspect that supports the quick rebound thesis - falling Chinese inventories of many metals, from steel rebar to iron ore, copper, aluminium and zinc.

It’s more than a coincidence that those metals have enjoyed solid price gains in recent weeks.

And it’s further worth noting that one of the metals where prices have lagged, nickel, also has seen rising inventories in recent weeks.

Of course, inventory levels aren’t the only driver of metals prices. But they have been a reliable indicator of the trend in prices in China, even accounting for the usual pattern of seasonal stock builds and draws.

Shanghai copper futures ended last week at 47,320 yuan ($6,684) a tonne, the highest since early February. That was some 29.4% higher than the closing low this year on March 23, at the height of China’s lockdowns as Beijing enforced measures to contain the spread of the coronavirus.

Copper stocks in Shanghai Futures Exchange (ShFE) warehouses CU-STX-SGH dropped 14.2% to 109,969 tonnes in the week ended June 19, the lowest level since January 2019.

Copper inventories are down some 71% from this year’s peak of 380,085 tonnes, reached in the week to March 13.


Given imports of unwrought copper are actually up 12.4% in the first five months of 2020 from the same period last year, and imports of copper ores and concentrates are 2.2% higher, the drawdown in inventories does suggest demand strength.

In aluminium, Shanghai three-month futures ended at 13,390 yuan a tonne last week. That’s up 17.9% from the year low so far on April 2, but still 4.6% weaker than the end of last year.

ShFE aluminium inventories AL-STX-SGH have been steadily declining as the price has risen, dropping from 533,994 tonnes in the week ended March 20 to 238,703 tonnes last week - the lowest level in five months.
IRON ORE, STEEL
Iron ore inventories SH-TOT-IRONINV, as measured by consultants SteelHome, were at 108.35 million tonnes in the week to June 19, up slightly from 107.75 million the prior week, which was the lowest since October 2016.

Iron ore contracts traded on the Dalian Commodity Exchange ended last week at 770.5 yuan a tonne. That was down from the high this year of 777.5 yuan on June 8, but up 34% since the end of last year.

Meanwhile Steel rebar futures ended last week at 3,629 yuan a tonne, up 16.5% from the low so far this year hit in early February. The rally that has coincided with inventories SH-TOT-RBARINV dropping from 13 million tonnes in the week to March 13 to 7.15 million last week, the lowest in four months.

For zinc, Shanghai futures rose to 16,745 yuan a tonne last week, up 15.4% from the March 19 low, while inventories ZN-STX-SGH dropped to 96,796 tonnes. That level is down 43% from the high this year of 169,911 tonnes, reached in the week ended March 13.

The pattern is clear: falling metal inventories in China have been accompanied by rising prices. Where the inventories have been largely steady, or even increasing, it appears the price action has been muted as well.

For nickel, where inventories SNI-TOTAL-W have stabilised, and actually rose 2.8% last week to 28,365 tonnes, the price has languished.

Nay ko kìm đc em lại múc thêm ít 27.1

chờ T4 này xem anh L có tin vui gì không

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Mai các anh T+ lại tranh nhau múc thôi. TQ đang thiếu thép trầm trọng thì HPG sẽ là dn đầu tiên mà TQ nghĩ tới khi nhập thép về.
Soft underbelly in China's steel sector boom points to bumpier economic recovery

MANILA/BEIJING (Reuters) - Behind the boom in China’s steel production since March - and hopes for a quick economic recovery - is a tale of two diverging sectors: construction demand for infrastructure projects has been strong, while manufacturing has been slower to bounce back.

That highlights the challenge facing policymakers as Beijing and local governments can control the pace of spending on projects like roads, rails and reservoirs, but have very limited options to support exports or domestic demand for machinery and appliances.

The soft underbelly in China’s steel revival following the coronavirus outbreak is about to be thrown into stark relief by a seasonal downturn at building sites, analysts say, and points to a more protracted recovery for the world’s second-largest economy from a once-in-a-century pandemic.

“There is only so much China’s steel industry can do while the rest of the world struggles,” said Daniel Hynes, senior commodity strategist at ANZ.

Cầm hòa phát , ko hòa thì chỉ có phát...Kiểu gi chả lên 5x

Ae thấy có nên múc hpg lúc này ko?
Shagang keeps long steel prices unchanged for late June

Shagang Group, China’s largest long steel supplier, has rolled over the prices of all its major long steel products from mid-June for domestic sales in the last ten days of June, though the spot transaction price has softened modestly in the past ten days on the softening demand amid rainfalls in South and then East China.
Shagang, headquartered in Zhangjiagang, East China’s Jiangsu province, thus, is still offering HRB400 16-25mm dia rebar at Yuan 3,850/tonne ($544.6/), HPB300 6-10mm high-speed wire rod at Yuan 3,910/t, and the HRB400 8-10mm bar-in-coil at Yuan 3,950/t, all in terms of EXW and including 13% VAT. As of June 19, the HRB400 20mm dia rebar price in Jiangsu,