大谷社長様：今回の出張はいろいろアレンジして頂き、大変お世話になりまし

大谷社長様：

今回の出張はいろいろアレンジして頂き、大変お世話になりまして、誠にありがとうございます。

さって今回出張の状況を下記通り、纏めましたので、特にTISCOの商談に対して、宜しくご相談・確認願います。
１、鞍山鋼鉄については
お互いに良い雰囲気な面談だったと思っており、品質不具合に対して、鞍山鋼鉄より前進向け対策等を
検討するとの回答もありましたが、下記のことをフォローしていきたいと考えており、よろしく願います。
① カットシート用途対象0.30/0.35mmと0.7mmの3サイズ詳細不具合状況(DATA)を既に送付してもらったので、
対策(特別技術仕様)を含め、鞍山鋼鉄に交渉・議論していくことにします。
② ただSAW EDGEのクレームは状況を全て鞍山鋼鉄に伝えており、特に問題ないですが、
形状(EDGE WAVE/CENTER BULK)問題については、今まで仕様を特に厳しい要求もなかったし、クレームを
受けてもらえるかどうははっきり分からないので、これから最大限交渉していくしかないと思いますが、
誤解しないよう、宜しくご了解願います。
③ 梱包については輸出の標準統一仕様なので、変更するのは難しそうです。

２、ハノイ電磁客先(TMC、ANH DUONG)訪問
① まとめ：
2社共に需要あり、しかも昨年より２～３割伸び、工場もFull稼動をしている状況で、設備(プレス)能力を
増強する計画あり、来年も今年同様に大幅に伸びでいくかどうかは分からないだが、少なくとも増える傾向
になり、NO需要も増えていくと予想されています。
② TMCについて
・電磁使用数量：500～600㌧/月(600/1300グレード)
・自社スリッターを持っており、母材のみ購入
・品質：TISCOの1300グレードは発熱しやすく、販売先にリジェックトされたため、TISCOの800グレードなら
CSVCの1300グレードと同等な製品になる。
ただTISCO材はCSVC材より弱らなく、金型の調整が必要。かつ板厚は薄く(0.49mm)て、200枚での積み鉄芯
の高さが足らなくなる問題もある。
・今後の展開：
価格の面については、800グレードはCSVCの1300グレードに対抗するのは結構厳しい状況ですが、
引き続きコンタクトを継続、取引チャンスを見つけていくことにします。

③ ANH DUONG:
・自社用+貿易外販の合計数量：約1000㌧/月(470/600/800/1000/1300等)
・TISCOの品質に対して、特に問題ないとのこと。
・新規商談：JSHP経由TISCO材を４Qに1000㌧新規成約、サインした契約書はJSHPへ郵送している。
・問題点：
TOP-PRO経由TISCO材もかっている。
前回TOP-PRO経由買った1000mt(800グレード)は契約書も見せてもらったが、スリット材で価格はVND12,300/kg。
またTOP-PROが書かせたTISCOへレター(TOP-PRO経由TISCO材を買いたい内容)も提示してもらった。
・今後展開(対策)：
既にメール遣り取りの通り、両方でTISCO(北京店)とANH DUONG(JSHP)へ夫々説明、JSHPの商権を守るよう
最大限努力していく。

３、建築構造物製造メーカー(DONG A TRADING & SERVICES CO.,LTD)：
移動は結構時間がかかって、会社に着くのは予定より結構遅くなり、午後5時過ぎで、営業の人に会えなかったが、
FORMING工場の人を会って、短時間面談を行いました。
① 工場従業員：80名(オファー及び現場作業の人を含め、100数十名もいる)
② FORMINGライン：合計10ライン
⇒その内、サンドウィッチパネル加工は１ライン、パーリン加工は２ラインある。
③ 材料使用状況：
・屋根用カラー鋼板：
色：WHITE、GREEN、RED
SPEC：AZ150 G550(ハイテンカラー鋼板)
SIZE：0.4/0.5/0.6ｘ1200/1219
使用数量：150㌧/月
仕入れ先：BLUESCOPE VIETNAM
・PURLIN用GI
SPEC：Z27 G450(厚メッキハイテンGI) MINorZEROスパングル
SIZE： 1.5--2.4mmｘ1230mm (同社使用スリット幅：100～150mm)
使用数量：100--150㌧/月
仕入れ先：台湾のYIEHUI
④ 今後の展開
・屋根用ハイテンカラー鋼板は現時点で中国の民営カラーメーカーはまだ作れないため、暫く無理。
・PURLIN用GI(厚メッキハイテンGI)については、ホットGIとの価格勝負で、今後仕入れ先を引き続き探していくことにします。

４、TISOC材4Q商談の展開仕方について
① 御社TISCO材の2000㌧商談状況：
・1500㌧のオーダーは客先からCFMを取っていること(その内にANH DUON向け1000㌧)
10月積み 1000㌧
11月積み 500㌧
客先のビッド： FOB$425 (CNF-FO$442 北京が配船を代行する場合)
⇒オファー(FOB$440)より$15▲
・500㌧はまだ商談中で、追加する可能性があること。

② TISOC材4Q商談の展開仕方：
打ち合わせの時、既に当方の考えを説明したことがあるが、つまり現在マーケットがあまり良くないため
更に下がる可能性もある(少なくとも上がることがない)ので、一括発注することではなく、数量を抑えて、
納期により2回を分けて発注した方が良いのではないかと考えており、宜しくご相談・確認願います。

・来週中(9月頭) TISCO訪問、商流問題を含め、10月積み1000㌧を発注することにする。
価格については打ち合わせの時に報告している通りで、下記のビッド($20▲)でTISCOに交渉しており、
何とかTISCOが受けてくれそうな雰囲気だと思っております。
FOB$420 (CNF-FO$437 北京が配船を代行する場合)
⇒オファー(FOB$440)より$20▲
・9月下旬に11月積み 500㌧OR 1000㌧(追加500㌧の状況も分かるため)を再商談・発注することにする。

５、ベトナム北部のNO市場状況：
TANさんと移動中に概略的に話しましたが、下記の規模になると予想されていますが、若し販売先・グレード・
仕入れ先等の詳細情報があれば、追加教えて頂きたく、宜しく願います。
・POSCO加工センター経由：約2000㌧/月(販売先は韓国系ですか？POSCOハイグレードですか？)
・住商の加工センター経由:約2000㌧/月(日系中心にNSSMCとJFEのハイグレード材も販売しているか？)
・その他LOCALモーターメーカー：約1500㌧/月 (CSVCのローグレードが中心)

以上(北京・戚)

Kết quả (Anh) 1:

President Otani as:Trip we have arranged various, very narimashi thank you for.This time travel situation below, is a list of streets, especially for TISCO deal thank you consultation and review please.About 1, Anshan steelWith each other in good atmosphere and I had an appointment, against defects in quality, advancing from Anshan-friendly measuresI want to follow that respondents consider, but, please say hello.(1) cut sheet applications for 0.30/0.35mm and 0.7 mm 3 sizes for more trouble because it had already sent the status (DATA)To continue negotiations and discussions in Anshan, including measures (Special specification).(2) claims SAW EDGE and just told all situations Anshan steel, is particularly fine,About shape (EDGE WAVE/CENTER BULK) problem until now was particularly demanding specifications and claimsI think I rated what is clearly because you don't know from this most talks will only not, butDon't get me wrong, so thank you ours.(3) to change the packaging is uniform standards of export, so seems difficult.2, (TMC, ANH DUONG) Hanoi electromagnetic customer visits(1) Summary:Two companies with demand, and last year than 2-under 3% growth and has a Full production plant, capacity (press)Plans to increase is significantly this year as well the next year, growth will increasingly do not know whether it is at leastTo and are expected to increase demand for NO.About TMC (2)-Electromagnetic usage quantity: 500-600 tons / month (600 / 1300 grade)-Has in-house slitting and buy material only• Easy heat quality:TISCO 1300 grades, the rejects to sell to TISCO 800 grade ifAnd CSVC 1300 grade equivalent products;Just 弱ranaku than CSVC TISCO material, you die. And thickness is thinner (0.49 mm), 200 sheets in masonry coreOf which decreases the height issue.And future development:On the price front, 800 grade is pretty tough against CSVC 1300 grade isYou will find trading opportunities, continue to contact. (3) ANH DUONG:-For their total quantity + trade sales: approximately 1,000 tons per month, etc. (470 / 600 / 800 / 1000 / 1300) -For TISCO quality problems and especially not that.-New business:JSHP over TISCO material 4 Q 1000 tons new contract, signed the agreement have mailed to JSHP.-Problems: TOP-PRO over TISCO material rests. Bought a TOP-PRO over the last 1000 MT (800 upgrade) it showed agreement with slit material price's VND12, 300 kg.Present also had the letter (want to buy TOP-PRO over TISCO material content) to TISCO was written TOP-PRO. And future development (measures): Already send email Street, both in TISCO (Beijing Branch) and ANH DUONG (JSHP) respectively, to defend JSHP rightsWe make every effort.3, manufacturers of architectural structures (DONG A TRADING & SERVICES CO., LTD):Move pretty slow, arrives in the company of considerably slower than expected 5:00 PM past, not sales people, butSeen people FORMING plant, gave a short interview.(1) factory employee: 80 people (including offers of work, there are over 100 names)(2) FORMING line: total 10 line⇒ in the sandwich panel machining 1 Perlin processing, line 2 line.(3) material usage:/ Roofing color steel plate:Color: WHITE, GREEN, REDSPEC:AZ150 G550 (color steel plate)SIZE:0.4/0.5/0.6x1200/1219Using quantity: 150 tons / monthSupplier:BLUESCOPE VIETNAM • PURLIN for GI MINorZERO spec:Z27 G450 (thick mecchhayten GI) spangleSIZE: 1.5--2.4mmx1230mm (the company used slit width: 100 – 150 mm)Using quantity: 100--150 tons per monthSupplier: Taiwan YIEHUI(4) future developments/ Roofing color steel plate at the moment private color maker in China still cannot be made for a while impossible. -On the PURLIN for GI (thick mecchhayten GI), hot price competition with the GI and suppliers looking forward to continue to work.4, TISOC materials 4Q business development how(1) your TISCO materials 2000 tons business situations: Are taking customers away CFM's order of 1500 tons (ANH DUON for that in 1000 tons) Stacked 10-1000 tons Masonry 11-500 tons Customer David: FOB $ 425 (if CNF-FO $ 442 Beijing on behalf service) ⇒ (FOB $ 440) offer more $ 15 ▲ -You could add 500 tons are still in negotiations.(2) deployment TISOC materials 4Q business help:Is that at the last meeting, mentioned our idea, but that is for the current market is not so good(Never rises at least) is likely to come down further because the bulk order, not reduce the quantity,And better delivery through 2 times, ordered, consultation and review and pray.-Within the next week (9 / head) to TISCO visits, business issues, including the October and ordered 1,000 tons.As reported at the last meeting about the price, following David's ($ 20 ▲) in and negotiate in TISCO何とかTISCOが受けてくれそうな雰囲気だと思っております。 FOB$420 (CNF-FO$437 北京が配船を代行する場合) ⇒オファー(FOB$440)より$20▲ ・9月下旬に11月積み 500㌧OR 1000㌧(追加500㌧の状況も分かるため)を再商談・発注することにする。５、ベトナム北部のNO市場状況：TANさんと移動中に概略的に話しましたが、下記の規模になると予想されていますが、若し販売先・グレード・仕入れ先等の詳細情報があれば、追加教えて頂きたく、宜しく願います。 ・POSCO加工センター経由：約2000㌧/月(販売先は韓国系ですか？POSCOハイグレードですか？) ・住商の加工センター経由:約2000㌧/月(日系中心にNSSMCとJFEのハイグレード材も販売しているか？) ・その他LOCALモーターメーカー：約1500㌧/月 (CSVCのローグレードが中心)以上(北京・戚)

Kết quả (Anh) 2:

Otani president like: this time of business trip will be various arrangements, it is now very much indebted, Thank you very much. Following as the current travel situation is gone, so has put together, especially with respect to negotiation of TISCO, ask regards consultation and confirmation. 1, Anshan for steel and we think it was each other in a good atmosphere of the interview, the quality defect, a forward for measures such as from Anshan steel There was also answers to consider, and would like to follow that: The idea is, you wish regards. ① so were asked to send cut sheet applications target 0.30 / 0.35mm and 0.7mm 3 size details bug situation (DATA) already, including measures the (special technical specifications), and decided to continue to negotiations and discussion in Anshan Steel You. ② just SAW EDGE claims are communicated to all the circumstances Anshan steel, but is no particular problem, the shape (EDGE WAVE / CENTER BULK) problem, to did not have particularly demanding specifications until now, the claim is received Because in what would I do not know clearly, I think that it is not but continue to maximize future negotiations, but that you do not get me wrong, it wishes well understood. Since ③ standard unified specification of export for packing, it's the difficulty likely to change. 2, Hanoi electromagnetic customers (TMC, ANH DUONG) visit ① Summary: There is demand in 2 Shakyo, yet growth 2-3 percent from last year, in a situation where the plant is also a Full operation, the equipment (press) the ability I to enhance plan there, but I do not know whether or not go in the same manner greatly growth this year next year, at least increase trend will, it is expected to go even more NO demand. ② TMC for Electromagnetic use Quantity: 500 to 600㌧ / month (600/1300 grade) and has a - their slitter, buy only the base material and quality: 1300 grade of TISCO is easy to fever, because it was Rijekkuto sales destination , if 800 grade of TISCO become equivalent product and the 1300 grade of CSVC. Just TISCO material is not weaken than CSVC material, need to adjust the mold. And the plate thickness is thin Te (0.49mm), loading the iron core in the 200 sheets is also not become a problem cod height of. · Future developments: about the price of surface, 800 grade but is pretty tough situation to counter the 1300 grade of CSVC, continue to continue the contact, and then decided to go find a trading opportunity. ③ ANH DUONG: -house for trade + external sales of the total quantity: about 1000㌧ / month (470/600/800/1000/1300, etc.) on the quality of · TISCO, especially with no problem. And new negotiation: JSHP and 1000㌧ new contracts concluded via the TISCO material in 4Q, agreement was sign you are mailed to JSHP. · Problem: I have bought also TOP-PRO via TISCO material. 1000mt you last bought via TOP-PRO (800 grade) has showed me also contract, prices in slit material is VND12,300 / kg. The letter to TISCO that TOP-PRO is was written (what you want to buy the TOP-PRO via TISCO material) was also asked to present. - Future deployment (measures): as already-mail exchange, both in TISCO (Beijing Branch) and ANH DUONG (JSHP) to each description, so as to protect the commercial rights of JSHP will continue to make every effort. 3, building structures manufacturers (DONG A TRADING & SERVICES CO, LTD.): move it takes quite time, to get the company to become quite slower than planned, at 5 o'clock pm, I do not meet people's business I was there, I met the man of FORMING factory, and gave a short interview. ① factory employees: 80 people (including the people of the offer and field work, 100 number Some dozen) ② FORMING line: a total of 10 line ⇒ them, sandwich panel processing 1 line, Perlin processing there are two lines. ③ material usage: roof color steel plate: color: WHITE, GREEN, RED SPEC: AZ150 G550 (high-tensile steel plate color) SIZE: 0.4 / 0.5 / 0.6X1200 / 1219 use Quantity: 150㌧ / month Shippers: BlueScope VIETNAM - PURLIN for GI SPEC: Z27 G450 (thick-plated high-tensile GI) MINorZERO spangle SIZE: 1.5--2.4mmx1230mm (The company used slit width: 100 ~ 150mm) use Quantity: 100--150㌧ / month supplier: Taiwan YIEHUI ④ future of deployment for roof for high-tensile color steel sheet China's privatization color manufacturers at the moment we can not make yet, while impossible. For · PURLIN for GI (thick-plated high-tensile GI), at the price game with hot GI, we decided to go looking for continued future supplier. 4, TISOC material 4Q for deployment way of negotiation ① your TISCO material 2000㌧ negotiation situation: -1500㌧ order of that you are taking a CFM from customers (ANH DUON for 1000㌧ to them) in October loading 1000㌧ November loading 500㌧ customer's bid: FOB $ 425 (if CNF-FO $ 442 Beijing is acting on behalf of the allocation of vessels) ⇒ offer (FOB $ 440) than the $ 15 ▲ in-500㌧ is still under negotiation, there is a possibility to add thing. ② TISOC material 4Q deployment way of negotiation: time of meeting, but already there are things that have been described our ideas, that is, for not very good market right now there is a possibility that further down (no that at least go up), the blanket order not to, it is possible to suppress the quantity, it is thought that than it is better to order separately two times by delivery, and please thank consultation and confirmation. • During next week (September head) TISCO visit, including the commercial distribution problem, it is to be ordered the October shipment 1000㌧. As you are to report at the time of the meeting for the price, it has been negotiating to TISCO in the following bid ($ 20 ▲), and we think that it is somehow TISCO has received someone could atmosphere. FOB $ 420 (if CNF-FO $ 437 Beijing is acting on behalf of the allocation of vessels) ⇒ offer (FOB $ 440) $ 20 ▲ than a-late September to November loading 500㌧OR 1000㌧ (to be seen additional 500㌧ situation) again We want to be negotiation, order. 5, northern Vietnam NO market situation: I've talked to TAN's and schematically on the move, but are expected to be on the scale of the following, yellowtail snapper sales destinations grade if detailed information such as the supplier is , you want me tell me add, and wishes well. · POSCO processing center via: about 2000㌧ / month (sales destination South Korea-based POSCO Is high-grade Is?) , Sumisho of processing center via: about 2000㌧ / month (NSSMC and JFE of high-grade material to the Japanese center Are you sold)? and other LOCAL motor manufacturer: about 1500㌧ / month (low grade of CSVC the center) or more (Beijing and relatives)

Kết quả (Anh) 3:

I like the president of Otani business perfect present arrangements, thank you for all your help, thank you. The current business situation is summarized as follows, too, especially for TISCO negotiation, consultation, please confirm. At first, the Anshan Iron & Steel at each other a good atmosphere and was interviewed for the quality problem, but there are answers. Discuss countermeasures for the advance of the Anshan Iron and steelAnd we have to follow the following me. The situation and problems
① size cut sheet for use 0.30 and 0.35 0.7 mm to 3 mm DATA had already sent as countermeasures include the special technical specifications, in accordance with the negotiation and discussion in Anshan Iron and steel.
② only SAW EDGE claim that all the Anshan Iron and steel, in particular, the problem is not EDGE WAVE shape and CENTER BULK about the problem until now, was not particularly stringent requirements and specificationsI claim that how they receive, so I think this will not only from the negotiations at the maximum, so as not to be misunderstood, you. On the
③ export standard packing of unified specification, so difficult to change. 2, the electromagnetic Hanoi of customer demand, TMC ANH DUONG and visit together, and all the
① 2 by 2 to 3 percent from last year, the situation in which the plant is operating Full press equipment plan is to enhance the ability of theNext year this year will greatly increase if it does not know, at least, the tendency of increase is expected to increase demand NO. As the use of electromagnetic quantities at the
② TMC: 500 to 600 a month for the ㌧/ 1300 grade and its)
Slitter, fever, and only the material purchase at 1300 TISCO grade quality: the リジェックト to sales of 800 TISCO if a grade. Equivalent CSVC 1300 grade products. AtBut TISCO material by material CSVC wilted, adjustment of the die is required. And the thickness is thinner 0.49 mm, 200 sheets is not enough at the height of the iron core. On the future development of 800 by price, grade I, grade, CSVC 1300 against the harsh conditions, continue to contact at the chance to find deals. At the
③ ANH DUONG:
company for sales and Trade: the total quantity of about 1000 ㌧/ 470 600 / 800 / 1000 and 1300)
etc.With respect to the quality of TISCO, especially without a problem. At the new business: TISCO via JSHP material 4 Q ㌧ 1000 new agreement, signed a contract to JSHP mailing. I am a TISCO via point at the problems by TOP -- PRO material. At last, through the TOP bought 1000 MT (800). PRO grade show if the contract had a slit material price VND 12, 300 kg. At the TOP written on the letter to PRO TISCO content. I want to buy a TISCO via TOP -- had PRO material is presented. At the future development of countermeasures)：
As already TISCO mail exchange, both in Beijing and ANH shop to DUONG of JSHP are explained, at the utmost effort to protect the JSHP market. Manufacturers, 3 buildings were interviewed for a short period of time to meet the people of the FORMING factory, but did not meet the sales people in the past 5 DONG A TRADING & SERVICES CO et al. LTD)：
moved ahead of schedule quite some time to get a good company late in the afternoon. Employee: 80
① factory name (including site work, and offers)
② FORMING line 100 dozens are: a total of 10 lines,
⇒ sandwich panel forming one line, the second line Perlin. By using the color by
③ material and steel roof, WHITE: GREEN at 150, RED SPEC: AZ G moon at 550)
use of color steel plate and steel SIZE: 0.4 0.5 and 0.6 x 1200 reserved at 150 ㌧/ purchase quantity: for the first GI: BLUESCOPE VIETNAM at PURLIN SPEC: Z 27. G plating thickness of 450. MINorZERO at high GI spangle SIZE: 1.5 -- 2.The company use MMX 1230 4 mm (width: 100 to 150 mm)
quantity: 100 ㌧/ at 150 / supplier: the future development of Taiwan YIEHUI
④ at steel color steel roof for the moment in China's private companies still make color, not for a while. At the PURLIN GI plating thickness of steel for the GI and hot GI price game, it will continue to look for a supplier in the future. Well, TISOC material 4 Q business development way of
① your TISCO material ㌧ business situation by 2000.Aside from the customer CFM of 1500 ㌧ order for shipment in October DUON ㌧)
ANH 1000 1000 ㌧
November of customer ㌧
500 billion bid FOB 425: if)
to offer that CNF FO 442 billion on Beijing for allocation of FOB 440 billion by at the step 15, 500 ㌧ still in negotiations, it is possible to add. Arrangement of

② TISOC member 4 by way Q business development, is explained to us that, that is not very good for Marquette now.There is no possibility of further falls to rise at least once the order is not limited to the quantity you ordered by the date they are divided into two by the confirmation, please consult in advance. And next week in September TISCO head, including business problems, May 10 to 1000 ㌧ ordering. As to the price at the time of the meeting, report, search below 20 items bidding and negotiation, in TISCOI think that is something you TISCO atmosphere. At the FOB 420 billion when it)
offer that CNF FO 437 billion on Beijing for allocation of FOB 440 billion by the end of 20 to September 11, at step 500 may ㌧ OR 1000 additional ㌧(500 ㌧ situation to be in business and to order. Well, in the northern part of Vietnam NO by market conditions and TAN schematically speaking while on the move, but is expected to be below the scale and the details of the sale by grade at the supplier information, etc.You want to tell me, please. At the POSCO machining center, about 2000 ㌧/ month sales or Korean? POSCO high grade? Through the processing of)
commercial center, about 2000 ㌧/ centered on Japanese or sale of high grade material and NSSMC JFE? )
and other motor manufacturers LOCAL: about 1500 ㌧/ moon CSVC low grade central)

Qi)
over Beijing