Core Insights - The report by Zhiyan Consulting highlights a decline in China's steel plate exports in September 2025, with a total export volume of 6.4 million tons, representing a year-on-year decrease of 6.1% [1] - The export value for the same period was $4.023 billion, which reflects a year-on-year decline of 10.6% [1] Industry Overview - The data is sourced from Chinese customs, indicating a significant downturn in the steel industry, particularly in the export segment [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in comprehensive industry research and providing tailored consulting services [1]

Core Insights - China's steel plate exports in August 2025 reached 5.63 million tons, representing a year-on-year decline of 15.1% [1] - The export value for the same period was $3.608 billion, which is a year-on-year decrease of 21.5% [1] Export Data Summary - The export quantity of steel plates decreased significantly compared to the previous year, indicating a potential downturn in demand or increased competition [1] - The decline in export value suggests that not only the volume but also the pricing of steel plates has been adversely affected [1]

Core Insights - In April 2025, China's steel plate exports reached 6.62 million tons, representing a year-on-year increase of 6.8% [1] - The export value for the same period was $4.282 billion, showing a year-on-year decline of 3.3% [1] Export Data Summary - The export quantity of steel plates from China in April 2025 was 6.62 million tons [1] - The year-on-year growth rate for export quantity was 6.8% [1] - The export value amounted to $4.282 billion [1] - The year-on-year change in export value was a decrease of 3.3% [1]

Core Insights - In July 2025, China's steel plate exports reached 6.13 million tons, representing a year-on-year increase of 19% [1] - The export value for the same period was $3.981 billion, showing a year-on-year growth of 7.2% [1] Export Data Summary - The export quantity of steel plates from China in July 2025 was 6.13 million tons, which is an increase of 19% compared to the previous year [1] - The corresponding export value was $3.981 billion, reflecting a growth of 7.2% year-on-year [1]

Core Insights - In June 2025, China's steel plate exports reached 5.93 million tons, marking a year-on-year increase of 2.1% [1] - The export value for the same period was $3.741 billion, which represents a year-on-year decline of 7.4% [1] Export Data Summary - The export quantity of steel plates from China in June 2025 was 5.93 million tons [1] - The export value decreased to $3.741 billion compared to the previous year [1] - The year-on-year growth in export quantity contrasts with the decline in export value, indicating potential pricing pressures in the market [1]

Group 1: Industrial Production - China's industrial production shows signs of optimization, with marginal improvements in raw material production and utilization rates for steel, cement, and glass[1] - Steel construction material production increased by 0.6% week-on-week, while apparent demand for steel construction materials rose by 2.7%[5] - The operating rate for petroleum asphalt and some chemical products in Shandong has also seen recovery[13] Group 2: Real Estate Market - New home sales in 30 major cities decreased by 8.5% year-on-year, but the growth rate improved by 18.8 percentage points compared to the previous week[1] - The average listing price index for second-hand homes fell by 0.45% week-on-week as of July 14[22] Group 3: Domestic Demand - Movie box office revenue averaged 140.65 million yuan per day, a 39.0% increase week-on-week[29] - Retail sales of major home appliances grew by 12.6% year-on-year, with a 2.3 percentage point increase from the previous week[27] - Passenger car retail sales from July 1-20 reached 978,000 units, a year-on-year increase of 11%[30] Group 4: External Demand - Port cargo throughput increased by 7.5% year-on-year as of July 20, with container throughput growing by 4.3%[32] - South Korea's export value increased by 4.1% year-on-year in the first 20 working days of July, although the growth rate slightly declined compared to June[32] Group 5: Risks - Potential risks include insufficient growth policies, unexpected severity of overseas economic downturns, and escalation of geopolitical conflicts[34]