As the Labour Day holiday approaches, SMM communicated with galvanized sheet enterprises regarding their holiday arrangements. The survey covered 20 galvanized sheet enterprises with a combined capacity of 17.06 million mt/year, affecting zinc consumption of 243 mt

The European Commission has officially released the updated steel import quota volumes for the upcoming period starting July 1, 2026. The new regulations maintain the restrictive 15% cap per country for several hot-rolled and cold-rolled categories to prevent market flooding by specific exporters. Total quota volumes remain relatively stable, but adjustments have been made to specific country allocations for wire rods and galvanized sheets. These measures reinforce the EU's protectionist stance, likely keeping domestic steel prices elevated by limiting the availability of cheaper non-EU alternatives amid slow regional demand recovery

According to the latest customs data, galvanized sheet exports totaled 1.157 million mt in March 2026, up 30.13% MoM and up 7.48% YoY. Cumulative galvanized sheet exports from January to March reached 3.2512 million mt, down 4.02% YoY.

[Galvanized Sheet Monthly Export Data] According to the latest customs data, galvanized sheet exports in March 2026 were 1.157 million mt, up 30.13% MoM and up 7.48% YoY. Cumulative galvanized sheet exports from January to March totaled 3.2512 million mt, down 4.02% YoY cumulatively.

[Galvanized Sheet Monthly Import Data] According to the latest customs data, galvanized sheet imports in March 2026 were 56,800 mt, up 21.52% MoM and down 15.99% YoY. Cumulative galvanized sheet imports from January to March totaled 159,900 mt, down 20.54% YoY cumulatively.

[How Should Zinc Consumption Be Viewed Against the Backdrop of Geopolitical Conflicts?] Q1 2026 had passed, and the overall recovery in post-holiday consumption was somewhat delayed. How would consumption perform going forward?

[Monthly Galvanized Sheet Import Data] According to the latest customs data, galvanized sheet imports were 56,300 mt in January 2026 and 46,700 mt in February, with cumulative imports of 103,100 mt from January to February, down 22.8% YoY.

[Monthly Galvanized Sheet Export Data] According to the latest customs data, galvanized sheet exports were 926,600 mt in January 2026 and 1.1677 million mt in February, with cumulative exports of 2.0942 million mt from January to February, down 0.14% YoY.

In April 2026, Shougang Group adjusted the prices of some steel products based on the "Shougang Steel Products Sales Price Policy for March 2026" as follows: 1. The base price of HRC was raised by 200 yuan/mt. 2. The base price of pickled coils was raised by 200 yuan/mt. 3. The base price of cold-rolled coils was raised by 200 yuan/mt. 4. The base price of hot-dip galvanized sheet was raised by 200 yuan/mt. 5. The base price of aluminum-zinc coated and high-aluminum zinc-aluminum-magnesium coils was raised by 200 yuan/mt. 6. The base price of color-coated sheet was raised by 200 yuan/mt. 7. The base price of medium-aluminum zinc-aluminum-magnesium products was raised by 200 yuan/mt. 8. The base price of medium-thickness plates was raised by 200 yuan/mt. 9. Silicon steel: the base price of non-oriented silicon steel was raised by 200 yuan/mt, while the base price of grain-oriented silicon steel remained unchanged. All the above adjustments are tax-exclusive prices. The adjustments take effect from the date of issuance, and the right of interpretation belongs to the Marketing Center of Shougang Co., Ltd. This is hereby announced.

[Zinc Fundamental Trading Logic Amid the Middle East Conflict: Risk Identification and Opportunity Capture] Global geopolitical conflicts have continued unabated, and news of the recent Middle East conflict has emerged frequently. What impact will this have on the zinc industry? This article provides an analysis from both fundamental and market perspectives: