
一 | 8月份建筑钢材市场重心下移,全国螺纹钢均价为3070.53元/吨,环比下跌2.11%。 China's Ministry of Justice on Wednesday said that the European Union's (EU's) recent cross-border investigation into Chinese e-commerce giant JD.com under its Foreign Subsidies Regulation (FSR) has constituted unlawful extraterritorial jurisdiction. The ministry said in a statement that no organization or individual may comply with or assist in implementing the EU's unlawful extraterritorial jurisdiction measures. The ministry's statement came after the European Commission announced an investigation into JD.com's proposed takeover of German retailer Ceconomy in May. In the statement, the ministry said the conclusion followed an investigation conducted under China's rules on countering foreign states' unlawful extraterritorial jurisdiction measures, which were issued in April this year. According to the rules, the Chinese government has the authority to take countermeasures in response to extraterritorial jurisdiction measures by a foreign country that violate international law and the basic norms governing international relations and that harm China's sovereignty, security and development interests, or the legitimate rights and interests of Chinese citizens and organizations. In May, citing the same set of rules, the ministry said that the EU's probe into Chinese security check company Nuctech constituted unlawful extraterritorial jurisdiction. A spokesperson with the Ministry of Justice on Wednesday said the EU's probe, under the bloc's FSR effective since 2023, has arbitrarily demanded broad and unnecessary information located in China, which is a serious violation of the international rule of law. "China will resolutely take countermeasures in accordance with the law if the EU side were to insist on the wrong course," the spokesperson said. The spokesperson urged the EU to immediately correct its wrong practices, stop abusing the FSR as a tool, and foster a fair, impartial and predictable environment for companies investing and operating in the EU market.
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二 | 行情核心驱动由产业端供需主导,上旬受高温降雨扰动、供给宽松拖累价格偏弱运行,中下旬随着天气好转、下游施工恢复叠加钢厂控产,需求边际修复带动钢价低位反弹,但实际终端需求承接有限。宏观层面,8月处于政策真空窗口期,增量政策利好有限,宏观情绪对盘面扰动减弱,行情更多依靠产业基本面演绎。9月份随着全国高温多雨天气减少,需求或环比改善,钢厂供给端压力不大,...。
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