CHINA - Healthcare, Steel, Autos, Education, Research From Beijing

Scott Laprise/ 乐天虎

CHINA - Healthcare, Steel, Autos, Education

Thematic (Sector/Industry)

China Materials / Thematic (Sector/Industry)

The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel   exporters to the US.Steel exports to US from China are low at about 2.9mt in November. If the US adds more steel tariffs, it will have little impact to the steel market or prices but it will possibly cause a retaliation by the Chinese.China only exports 26% of Global Steel Exports, far lower than the 50% of their total global steel production. Most of Chinese steel exports go to other Asian…

The market is expecting US tariffs on Chinese steel exports wrongly believing Chinese are major steel   exporters to the US.Steel exports to US from China are low at about 2.9mt in November. If the US adds more steel tariffs, it will have little impact to the steel market or prices but it will possibly cause a retaliation by the Chinese.China only exports 26% of Global Steel Exports, far lower than the 50% of their total global steel production. Most of Chinese steel exports go to other Asian…

China National Building Material (3323 HK)

Zhejiang Longsheng Group Co., (600352 CH)

Gansu Jiu Steel Group Hongxing Iron (600307 CH)

Graphic Packaging Holding Company (GPK US)

Chongqing Iron & Steel Co Ltd H (1053 HK)

Inner Mongolia Baotou Steel Union (600010 CH)

Jiangsu Protruly Technology Group (600074 CH)

Inner Mngl Jnzhng Eng & Cmci Gp (601216 CH)

Tongling Nonferrous Metals Group (000630 CH)

Shandong Gold Mining Co., Ltd (600547 CH)

China Northern Rare Earth Group High-Tech (600111 CH)

China Northern Rare Earth Group High-Tech

Packaging Corporation of America (PKG US)

Xinxing Ductile Iron Pipes Co, Ltd. (000778 CH)

Beijing Sanju Ep& New Materials (300072 CH)

Kingenta Ecological Enginering Gp (002470 CH)

Jiangsu Kangde Xin Composite Mtrl Co (002450 CH)

Zhejiang Zhongcheng Packing Mtrl (002522 CH)

中国製鉄鋼に対する米国の関税に関する市場の見方は間違っている