SMM Hydrogen Energy Industry Weekly Review 20250403

[SMM Analysis] Calculation of the tariff rate for U.S. exports of energy storage cells to China after the implementation of the "reciprocal tariff."

[SMM Analysis] On February 27, Xiaomi launched the SU7 Ultra, priced at 529,900 yuan. At 00:24 on February 28, Xiaomi Auto's official Weibo announced that over 10,000 units were pre-ordered within 2 hours of the launch.

Guidance Prices for Various Series of Domestic Large Stainless Steel Mills on April 3 [SMM Steel Mill Guidance Price]

【SMM Steel Mill Guidance Price】On April 3, the guidance prices for various series of domestic large stainless steel mills remained stable before the holiday.

Tongwei, Jinko, and 10 other companies were pre-selected for the 1GW module centralised procurement order of the South-to-North Water Diversion Project.

On April 2, the list of successful candidates for the 2025-2026 concentrated procurement of PV modules by the South-to-North Water Diversion Middle Route New Energy (Beijing) Co., Ltd. was announced. The selected companies included Tongwei Co., Ltd., Jinko Solar Co., Ltd., LONGi Green Energy Technology Co., Ltd., JA Solar Technology Co., Ltd., DAS Solar Co., Ltd., Chint New Energy Technology Co., Ltd., TrinaSolar Co., Ltd., Risen Energy Co., Ltd., AIKO Solar Technology Co., Ltd., Anhui Huasheng New Energy Technology Co., Ltd., Anhui Guosheng New Energy Technology Co., Ltd., and Gokin Solar Co., Ltd.

SMM HRC Weekly Balance & Social Inventory Review: Pre-Holiday Restocking Demand Falls Short of Expectations, Social Inventory Reduction Narrows

【SMM HRC Weekly Balance & Social Inventory Overview】Pre-holiday Restocking Demand Fell Short of Expectations, Social Inventory Reduction Narrowed This week, the impact of maintenance continued to weaken, and HRC supply increased slightly. Futures fluctuated downward. Although it was the eve of the Qingming Festival, the weak market sentiment led to poor trading atmosphere. Meanwhile, steel mills actively shipped, and the decline in social inventory narrowed. Looking ahead, there are relatively fewer rolling lines under maintenance or planned for maintenance in the short term, and supply pressure is expected to rebound. Domestic end-use demand may maintain resilience in April, but export risks should be monitored, and resource reflux should be approached with caution. It is expected that the national social inventory will continue to decrease in the short term...

SMM HRC Weekly Balance: Production May Gradually Increase, Social Inventory Decline Narrowed This Week

SMM Analysis: Weekly Review of the Electrolyzer Industry, 20250328-20250403

[SMM Analysis] Downstream Demand Increased, Anode Raw Material Coke Prices Fluctuated Rangebound This Week

SMM Analysis: Downstream Demand Improved, Anode Raw Material Coke Prices Fluctuated Rangebound This Week. SMM, April 3: The average price of low-sulphur petroleum coke this week was 4,550 yuan/mt, up 0.5% WoW. Demand side, as market demand recovered, downstream anode and cathode...

【SMM Analysis】Limited Profit Margin, Graphitisation Tolling Services Prices Remained Stable This Week

SMM Analysis: Limited Profit Margin, Graphitisation Tolling Prices Remained Stable This Week. SMM, April 3: Graphitisation prices were relatively stable this week, with the average price of Acheson furnace graphitisation at 8,925 yuan/mt, and the average price of box-type furnace graphitisation at 7,775 yuan/mt.

【SMM Analysis】Costs Remained Stable with Fluctuations, Anode Material Prices Held Steady This Week

【SMM Analysis: Costs Remained Stable and Fluctuated, Anode Material Prices Held Steady This Week】SMM, April 3: This week, the price of artificial graphite remained stable WoW. Cost side, influenced by the supply-demand relationship, the price of low-sulphur petroleum coke···