Electrolytic Galvanized Steel (EG) market study Mar 2025 Proprietary & Confidential EG Price movement(1) ■中国上海EG材 市中価格 推移 中国上海 EG材市中価格推移 1,250 1,150 1,050 950 最大値差 +USD433/MT 850 750 650 USD1=RMB 7.01 年/月 電気亜鉛メッキ RMB/MT (USD換算) 20/5 5,100 728 20/6 5,150 735 20/7 5,360 765 20/8 5,725 817 20/9 6,100 870 20/10 6,410 914 20/11 6,460 922 20/12 7,050 1,006 21/1 7,500 1,070 21/2 7,650 1,091 21/3 7,700 1,098 21/4 7,700 1,098 21/5 7,700 1,098 21/6 7,900 1,127 21/7 7,850 1,120 21/8 7,900 1,127 21/9 7,800 1,113 21/10 7,750 1,106 21/11 7,550 1,077 21/12 7,250 1,034 年/月 電気亜鉛メッキ RMB/MT (USD換算) 22/1 6,800 970 22/2 6,900 984 22/3 7,060 1,007 22/4 7,030 1,003 22/5 7,000 999 22/6 6,650 949 22/7 6,200 884 22/8 5,800 827 22/9 5,550 792 22/10 5,470 780 22/11 5,400 770 22/12 5,460 779 23/1 5,500 785 23/2 5,650 806 23/3 5,900 842 23/4 5,800 827 23/5 5,700 813 23/6 5,680 810 23/7 5,710 815 23/8 5,850 835 年/月 電気亜鉛メッキ RMB/MT (USD換算) 23/9 5,975 852 23/10 5,950 849 23/11 5,900 842 23/12 5,900 842 24/1 5,900 842 24/2 5,900 842 24/3 5,900 842 24/4 5,800 827 24/5 5,700 813 24/6 5,700 813 24/7 5,550 792 24/8 5,450 777 24/9 5,300 756 24/10 5,450 777 24/11 5,650 806 24/12 5,650 806 25/1 5,600 799 25/2 5,500 785 25/3 5,450 777 25/4 ⇒Price has been moving sideway for 1 year, at the end of Mar, price stay at about 777 USD/MT 1 Proprietary & Confidential EG Price movement(2) ■中国 宝山材 リストプライス変動幅推移 (20年6月以降) 20年6月を起点にした場合の宝山EGリストプライスの変動幅累計 600 500 400 300 最新価格と20.6月価格 200 との最大差異 +USD494/MT 100 0 USD1=RMB 7.01 年/月 電気亜鉛メッキ RMB/MT (USD換算) (20年6月起点) 20/6 ±0 ±0 0 20/7 +200 +29 29 20/8 +100 +14 43 20/9 +260 +37 80 20/10 20/11 20/12 +200 +100 +100 +29 +14 +14 108 123 137 21/1 +500 +71 208 21/2 +700 +100 308 21/4 ±0 ±0 351 21/5 ±0 ±0 351 21/6 +350 +50 401 21/7 ±0 ±0 401 21/8 ±0 ±0 401 21/9 ±0 ±0 401 21/10 21/11 21/12 ±0 ±0 -200 ±0 ±0 -29 401 401 372 22/1 ±0 ±0 372 年/月 電気亜鉛メッキ RMB/MT (USD換算) (20年6月起点) 22/2 ±0 ±0 372 22/3 +200 +29 401 22/4 +300 +43 444 22/5 ±0 ±0 444 22/6 -400 -57 387 22/7 -400 -57 330 22/8 ±0 ±0 330 22/9 -200 -29 301 22/10 22/11 22/12 ±0 +100 -100 ±0 +14 -14 301 315 301 23/1 +150 +21 322 23/2 +100 +14 337 23/3 +200 +29 365 23/4 +200 +29 394 23/5 ±0 ±0 394 23/6 -200 -29 365 23/7 ±0 ±0 365 23/8 +100 +14 379 23/9 +200 +29 408 年/月 23/10 23/11 23/12 電気亜鉛メッキ RMB/MT +100 ±0 +100 (USD換算) +14 ±0 +14 (20年6月起点) 422 422 437 24/1 ±0 ±0 437 24/2 ±0 ±0 437 24/3 +100 +14 451 24/4 ±0 ±0 451 24/5 -100 -14 437 24/6 ±0 ±0 437 24/9 -100 -14 422 24/10 24/11 24/12 ±0 +400 ±0 ±0 +57 ±0 422 479 479 25/1 ±0 ±0 479 25/2 ±0 ±0 479 25/3 +100 +14 494 25/4 25/6 21/3 +300 +43 351 24/7 ±0 ±0 437 24/8 -0 -0 437 ⇒This is the study about price of Baoshan Steel, a big player. Compared to the bottom price in Jun 2020, currently the price has increased 494 USD/MT by Mar 2025 2 Proprietary & Confidential EG Price movement(3) ■中国 EG材 輸出価格推移 中国 EG材 輸出価格推移 2,500 2,300 2,100 1,900 1,700 1,500 1,300 1,100 900 700 USD1=RMB 500 データ出所 Global Trade Atlas 年/月 輸出数量(MT) 輸出額(千USD) 単価(USD/MT) 20/7 18,132 14,766 814 20/8 18,955 16,489 870 20/9 10,438 10,078 966 20/10 12,695 12,052 949 20/11 9,272 9,257 998 20/12 11,731 13,280 1,132 21/1 11,419 12,037 1,054 21/2 10,772 11,414 1,060 21/3 11,598 12,860 1,109 21/4 23,322 27,684 1,187 21/5 14,025 23,197 1,654 21/6 26,773 40,961 1,530 21/7 30,059 43,599 1,450 21/8 33,631 45,297 1,347 21/9 21,382 29,360 1,373 21/10 38,991 52,100 1,336 21/11 16,921 24,600 1,454 21/12 19,813 30,695 1,549 22/1 20,682 27,997 1,354 22/2 16,450 20,582 1,251 年/月 輸出数量(MT) 輸出額(千USD) 単価(USD/MT) 22/3 21,233 27,367 1,289 22/4 17,527 24,485 1,397 22/5 39,198 48,522 1,238 22/6 26,357 33,447 1,269 22/7 22,027 41,957 1,905 22/8 16,914 35,293 2,087 22/9 18,391 25,094 1,364 22/10 13,133 16,336 1,244 22/11 23,101 50,763 2,197 22/12 26,447 31,773 1,201 23/1 26,695 29,920 1,121 23/2 29,335 33,901 1,156 23/3 34,683 41,103 1,185 23/4 37,303 43,904 1,177 23/5 20,875 20,673 990 23/6 47,588 41,939 881 23/7 16,843 14,344 852 23/8 33,261 26,793 806 23/9 30,447 24,319 799 23/10 38,980 32,457 833 年/月 輸出数量(MT) 輸出額(千USD) 単価(USD/MT) 23/11 33,273 27,457 825 23/12 23,007 18,576 807 24/1 33,530 27,144 810 24/2 24,208 20,179 834 24/3 45,214 36,472 807 24/4 40,285 31,547 783 24/5 45,231 33,944 750 24/6 42,245 31,870 754 24/7 42,386 35,584 840 24/8 34,470 26,808 778 24/9 32,546 25,652 788 24/10 39,466 32,318 819 24/11 40,459 28,709 710 24/12 35,312 25,593 725 25/1 36,350 25,040 689 25/2 27,119 19,868 733 25/3 25/4 25/5 25/6 ⇒This show China export price data provided by GTA. Price has been moving sideway for around 1 year and by Feb 2025, it’s about 733 USD/MT 3 Proprietary & Confidential EG Price movement(4) ■ CSC電気メッキ鋼材国内価格推移 CSC電気メッキ鋼材国内価格推移 1,450 1,350 1,250 1,150 1,050 950 850 750 Apr-25 Mar-25 Jan-25 Feb-25 Dec-24 Oct-24 Nov-24 Sep-24 Jul-24 Aug-24 Jun-24 Apr-24 May-24 Mar-24 Jan-24 Feb-24 Dec-23 Oct-23 Nov-23 Sep-23 Jul-23 Aug-23 Jun-23 Apr-23 May-23 Mar-23 Jan-23 Feb-23 Dec-22 Oct-22 Nov-22 Sep-22 Jul-22 Aug-22 Jun-22 Apr-22 May-22 Mar-22 Jan-22 Feb-22 Dec-21 Oct-21 Nov-21 Sep-21 Jul-21 Aug-21 Jun-21 Apr-21 May-21 Mar-21 Jan-21 Feb-21 Dec-20 Oct-20 Nov-20 Sep-20 Jul-20 Aug-20 Jun-20 Apr-20 May-20 650 為替レート 電気鋼材 変動幅(TWD/MT) 絶対値 (TWD/MT) 米ドル換算($US/MT) 27.80 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 500 (300) (600) 450 900 300 700 1,000 300 1,400 2,200 700 450 2,500 2,500 500 1,500 20,350 20,050 19,450 19,900 20,800 21,100 21,800 22,800 23,100 24,500 26,700 27,400 27,850 30,350 32,850 32,850 32,850 33,350 34,850 34,850 34,850 732 721 700 716 748 759 784 820 831 881 960 986 1,002 1,092 1,182 1,182 1,182 1,200 1,254 1,254 1,254 電気鋼材 変動幅(TWD/MT) 絶対値 (TWD/MT) 米ドル換算($US/MT) Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 (500) 500 1,500 1,200 (300) (1,200) (1,500) (1,000) 500 600 800 (1,000) (1,000) 600 34,850 34,350 34,850 36,350 37,550 37,250 36,050 34,550 33,550 33,550 33,550 33,550 33,550 34,050 34,650 35,450 35,450 34,450 33,450 33,450 34,050 1,254 1,236 1,254 1,308 1,351 1,340 1,297 1,243 1,207 1,207 1,207 1,207 1,207 1,225 1,246 1,275 1,275 1,239 1,203 1,203 1,225 電気鋼材 変動幅(TWD/MT) 絶対値 (TWD/MT) 米ドル換算($US/MT) Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 500 500 300 (500) (800) 700 34,550 34,550 34,550 35,050 35,350 35,350 35,350 35,350 35,350 35,350 35,350 34,850 34,050 34,750 34,750 34,750 34,750 34,750 34,750 1,243 1,243 1,243 1,261 1,272 1,272 1,272 1,272 1,272 1,272 1,272 1,254 1,225 1,250 1,250 1,250 1,250 1,250 1,250 Jun-25 ⇒This study domestic selling price of Taiwan’s biggest mill - China Steel. Its price has also moved side way for more than 1 year. And the latest price (for Apr 2025) stays at about 1,250 USD/MT. 4 Proprietary & Confidential
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