Against the backdrop of profound adjustments in the global economic landscape and the continuous advancement of domestic industrial policies, tariff policies have become an important variable influencing the sentiment and supply and demand directions of the steel strip market. As of now in the middle and late April 2025, the traditional peak season demand has fallen short of expectations. The market is characterized by manufacturers actively reducing inventory, relatively high supply, but continuous price decline, insufficient confidence among enterprises, and price differentiation among regions and varieties. In late April 2025, the coil and strip market presented a structure of stable domestic demand and reduced overseas demand. Domestic supply is relatively high. Enterprises' proactive inventory reduction has accelerated the digestion speed in various regions, but the differentiation is obvious. There is a mismatch in cold and hot varieties, coil and strip varieties, and regional markets, resulting in a serious price inversion. At present, manufacturers' willingness to replenish inventories in the early stage of the short holiday has not yet emerged, and prices remain in a weak and volatile pattern. It is expected that in the second half of the year, as market confidence recovers, the supply and demand relationship of coil and strip may improve. However, a significant price rebound still requires clear policy or demand stimulus.
It is suggested that manufacturers establish a dynamic supply and demand monitoring mechanism, closely monitor the data changes of Mysteel, rationally utilize big data to analyze the mismatch of regional markets and variety structures, flexibly adjust production schedules and inventory strategies, and give priority to ensuring the supply of high-demand regions and varieties. At the same time, we will strengthen the cost control system, accelerate the upgrading of the product structure, focus on the demands of emerging fields such as new energy and high-end equipment manufacturing, develop high value-added coil and strip products, and simultaneously improve strategic coordination with upstream and downstream enterprises to enhance the risk resistance capacity of the industrial chain.