Fluctuations in The International Situation Have An Impact On The Price Of Color-coated Steel Coils.

In this period, the global iron ore shipments remained basically stable. Among them, the Australian ore shipments decreased due to port maintenance, and the shipments rebounded slightly, while the Brazilian ore shipments were affected by the Vale shipping rhythm and decreased significantly. In terms of port arrivals, the arrivals of 45 ports in this period decreased by 951,000 tons. From a regional perspective, the arrivals in the Yangtze River and East China regions increased, and the North China region decreased significantly. In the short term, the ore prices in Tangshan and Shandong will be slightly stronger. In general, at present, the global shipments remain stable at a certain stage, and although the arrivals show a trend of oscillating recovery, the increase is not large. The short-term supply pressure is not obvious for the time being. The port warehouse is expected to be further destocked, and the support for the supply and demand for ore prices is still good. However, as time goes by, supply pressure will gradually appear, especially after late May, when the ore price will be further under pressure. Overall, this week, the "China-US" tariffs ushered in a major positive. Due to the 90-day suspension of the 24% tariff, the US tariff on China has now dropped to 30%, and market sentiment has eased significantly. For the industry, the speed of sample steel inventory liquidation has further slowed down, and the actual fundamentals have weakened. However, with the turn of tariffs, exports are expected to continue to grow in May and June, especially the demand for steel in the manufacturing industry, which still has room for recovery, and the concerns about the conversion of exports to domestic sales will be significantly reduced. It is expected that the spot price of color-coated steel coils will be strong this week, with an increase of 10-30 yuan.