节点:钢材下游制造位置:下游情绪:利好参考度:10/10


0005;炉连续3周减产 钢材产量压力趋缓 行业动态目前钢铁市场在交易淡季呈现减产态势。6月以来,电炉钢厂日耗逐渐下降,高位减产苗头确立,期螺盘面连续震荡反弹。6月11日,螺纹2510合约最高涨至3008元,收盘2991元,上涨20元/吨 。

6月11日,全国104家电炉厂产能利用率为38.6%,较上周降0.6个百分点,连续三周下降,废钢日耗22.65万吨,较上期减0.6万吨,降幅2.5%。84家电炉厂处于生产状态,较上周减少3家,平均生产时长压缩至9.3小时。

电炉钢厂减产主要源于成本压力。电炉生产螺纹钢成本在3100元左右,而现货价格已跌至3000元/吨关口,每吨成本较转炉工艺高出200元左右。6月以来,四川地区高温致尖峰电价机制启动,废钢收购价居高不下,部分电炉厂日耗量压缩...

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