Restocking Demand
Industrial users who depleted their inventories before the holiday are back in the market. This 'restocking phase' is expected to last through the weekend, potentially pushing prices toward the 2,300 Yuan level.
Logistical Normalization
Truck driver availability is rapidly returning to normal, easing the logistics bottlenecks seen earlier this month. However, port inventories remain at seasonal lows, keeping the market balance tight.