节点:炼铁/粗钢位置:中游情绪:利空参考度:10/10


0005;炉亏损200又遇减产,6月废钢行情能否回升进入6月,废钢价格多次下跌,以华东6厚重废为例,目前重废均价2115元/吨,同比跌幅16% 。6月成材进入需求淡季,废钢价格能否拉涨,从以下几方面分析。

首先是成本倒挂与铁废价差。当前华东铁水成本(不含税)2028元/吨,低于华东6厚重废的2115元/吨。这使得长流程钢企倾向增加铁水使用,废钢用量减少。短流程钢企因利润下滑,生产时长降至低位。螺纹钢与废钢价差缩至708元/吨,福建省谷电利润为 -77元/吨 。

其次,废钢资源偏少,场地亏损严重。国家统计局数据显示,今年房屋新开工面积下降24.4%,工地废钢产量随之减少。相关人员表示,以往每月能做2000吨,如..

The complete content requires login

You can view the full content after logging in. If you don't have an account, please register first.

Log in to view the full text

This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
[ai_simple_sources]