Rumor về sự cố của lò cao HPG: We understand that a fire incident occurred at HPG’s DQSC1 blast furnace, leading to its closure. The incident occured at the HRC facility, therefore could disrupt 50% of HPG’s current HRC production capacity. DQ1 currently accounts for 2.8mn tonnes out of 5.6mn tonnes of HRC capacity. We hear that the incident could take months to resolve and thus would negatively impact 2025F earnings. Nguồn: Room CTCK