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Try the Free AI Search EngineChina Steel Market Reacts Positively to US Trade Deal, Angang Bayuquan Outperforms
The Chinese steel market shows signs of strong positive sentiment following news of a trade framework agreement with the US. Activity at Angang Steel Co., Ltd. Bayuquan branch shows consistently high activity, potentially linked to renewed export opportunities described in “USA und China erzielen Rahmenabkommen für den Handel,” “Aussenhandel: China und USA erzielen vorläufiges Ergebnis,” “Handelsstreit: China und USA mit Zwischenergebnis,” “Deal zwischen USA und China – Trump: USA und China haben sich auf einen Handelsdeal geeinigt” and “Laut Trump Einigung mit China auf Abbau von Exportbeschränkungen.” The news articles detail a potential de-escalation in trade tensions with tariff reductions, which could be directly contributing to sustained high production at Angang Bayuquan.
Measured Activity Overview:
Overall, the mean steel plant activity in China showed fluctuating levels, peaking in January 2025 at 48.0 and declining to 29.0 in June 2025. Angang Steel Co., Ltd. Bayuquan branch consistently demonstrated the highest activity levels across all plants, maintaining a stable output around 74-84%, significantly above the national average. Bengang Steel Plates Co., Ltd. showed relatively stable activity with a slight increase from 39% to 45% between December and April, followed by a slight decrease to 38% in June. Pingxiang Pinggang Anyuan Iron & Steel Co., Ltd. Activity demonstrates a consistently increasing activity from 52% in December 2024 to 63% in June 2025.
Bengang Steel Plates Co., Ltd., located in Liaoning, is an integrated steel plant with a crude steel capacity of 12.8 million tonnes and a significant focus on finished rolled products. While the plant’s activity shows relative stability, with activity fluctuating between 38% and 45% in the observed period, the decline to 38% in June, potentially reflects a cautious response to initial trade deal announcements. The plant specializes in automotive, home appliance, and oil pipeline steel, making it sensitive to shifts in international trade dynamics. No direct connection can be established between the trade deal news and Bengang Steel’s activity levels.
Angang Steel Co., Ltd. Bayuquan branch, also in Liaoning, has a crude steel capacity of 6.5 million tonnes and focuses on finished rolled products like container steel, pipeline steel, and ship plate. The plant consistently operated at high activity levels, reaching 84% in June 2025, significantly exceeding the national average. This sustained high activity strongly correlates with the positive trade news reported in “USA und China erzielen Rahmenabkommen für den Handel,” “Aussenhandel: China und USA erzielen vorläufiges Ergebnis,” “Handelsstreit: China und USA mit Zwischenergebnis,” “Deal zwischen USA und China – Trump: USA und China haben sich auf einen Handelsdeal geeinigt” and “Laut Trump Einigung mit China auf Abbau von Exportbeschränkungen,” indicating increased export prospects for its products.
Pingxiang Pinggang Anyuan Iron & Steel Co., Ltd., situated in Jiangxi, has a crude steel capacity of 2.65 million tonnes and produces steel bars, wire rods, and medium-thick plates primarily for the building and infrastructure sectors. The observed increase in activity from 52% in December 2024 to 63% in June 2025 suggests a growing demand, potentially driven by domestic infrastructure projects. No direct connection can be established between the trade deal news and Pingxiang Pinggang Anyuan Iron & Steel’s activity levels.
Evaluated Market Implications:
The sustained high activity at Angang Steel Co., Ltd. Bayuquan branch suggests a potential increase in the availability of container steel, pipeline steel, and ship plate for export. However, the slight drop in overall mean activity across China in June 2025, coupled with Bengang Steel Plates’ activity decline, warrants careful monitoring.
- Recommended Procurement Action: Steel buyers should prioritize securing contracts with Angang Steel Co., Ltd. Bayuquan branch to leverage the expected increase in export-oriented steel products. Given the trade deal detailed in “USA und China erzielen Rahmenabkommen für den Handel,” “Aussenhandel: China und USA erzielen vorläufiges Ergebnis,” “Handelsstreit: China und USA mit Zwischenergebnis,” “Deal zwischen USA und China – Trump: USA und China haben sich auf einen Handelsdeal geeinigt” and “Laut Trump Einigung mit China auf Abbau von Exportbeschränkungen,” buyers can anticipate favorable pricing and availability for container and pipeline steel. Consider diversifying procurement strategies to mitigate potential supply disruptions at other plants showing fluctuating activity levels.