HPG - Hòa hợp cùng phát triển (P3)

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Steel demand expected to improve as China plans water projects to prevent floods
A standstill in construction activities following heavy rain and massive floods in China recently dampened local steel demand in certain regions, but market watchers believe demand will benefit from water infrastructure projects worth 1.29 trillion Chinese yuan that the Chinese government recently committed to construct for long-term flood prevention.

A total of 27 provinces in China were affected by significant rain and flooding along the Yangtze River in June and July. In July, floods affected 38.2 million people and left 56 dead or missing, the Ministry of Emergency Management said in an Aug. 4 statement. Rainfall in the Yangtze River Basin in July reached its highest level since 1961 and the direct loss for the month was estimated at 109.74 billion yuan, according to the ministry. In the first half of the year, 119 people were reported dead or missing in the country and the direct economic loss was estimated at 39.31 billion yuan, according to a separate early July statement.



Construction of the Three Gorges dam across the Yangtze River in central China's Hubei province in 2006.
Source: AP Photo
Keith Tan, senior managing editor of steel and raw materials at S&P Global Platts, said torrential rains, traditionally a seasonal dampener to China's summer steel demand, lasted much longer this year.

"This year's [rain] was especially long. [It lasted for] 50 days in eastern China, compared with an average of 24 days in previous years," Tan said, noting that the floods have not ended.

In reaction to the flooding, the rate of traders lifting cargoes of steel rebar from mills slowed in July compared with June, according to Tan. Steel rebar is commonly used in construction to reinforce concrete and other masonry structures.

Local analysts recently told S&P Global Market Intelligence that steel mills were facing difficulties in transporting products and raw materials as a result of the poor weather conditions, leading to a pile-up in steel inventories. According to data tracked by Beijing-based consultancy Lange Steel Information Research Center, steel inventories held by traders rose for six weeks in a row to the week ended July 31. The index compiled by Lange Steel for steel rebar inventories for the week ended July 31, increased by 7.6% month over month and 41.4% year over year.

According to a monthly report by Platts, steel mills were operating at above 90% of capacity in July as easier access to credit allowed mills and traders to keep larger inventories than normal without pressure to sell low to generate cash.

Despite the dampened steel demand, Chinese demand for the iron ore used in steelmaking remained robust, with steel production continuing to increase. Paul Bartholomew, the Asia-Pacific head of metals news and insight at Platts, said the floods have not led to any impact on China's iron ore demand and its June imports were the second-highest on record.

China imported 101.7 million tonnes of iron ore in June, according to official customs data, representing an increase of 35.3% year over year. Average daily crude steel production also hit a record of 3.05 Mt in June, Reuters reported July 16.

Bartholomew expects infrastructure sector stimulus by the Chinese government will result in increased steel demand in the second half. This sentiment was echoed by Wang Guoqing, research director of Lange Steel, who believes the reason that Chinese steelmakers maintained production is robust long-term demand for steel due to infrastructure investments in response to the coronavirus outbreak and the newly announced water infrastructure projects.

Toàn tiếng Anh, bập bà bập bõm

bác chủ thớt post tiếng anh rồi sẵn dịch 1 đoạn ngắn gọn súc tích sang tiếng việt cho anh em hiểu luôn

Đại ý là nhu cầu thép tăng cao do TQ có kế hoạch làm dự án đê điều ở Hồ Bắc sau trận lũ lịch sử

Chả có nhẽ sau đợt này em ôm tất HPG giống bác Sontiny. Thị trường biến động cầm Hoà Phát không thấy lo lắng gì, chị em năm nay không có HPG đúng là có lỗi với chồng con

Chắc cổ tức = cp về tk vào tháng 8 rồi

THáng 10 bác ah

Khi nào em nó về ga 30 thì cp về nha

Anh vào 50% HPG, 50% HSG đây.