节点:铁矿石位置:上游情绪:利空参考度:8/10


本周钢铁市场情况如下。原009;端焦炭降价、铁矿石震荡下跌,铁水成本大幅下降。虽然成材价格也震荡走低,但成本跌幅大于成材,钢厂利润增加,刺激产量上升。

需求方面,淡季对线材影响明显,表需大幅下滑;而制造业相关的热卷需求则小幅上升。整体库存持续下降,大幅低于往年同期,本周数据呈现中性状态。

具体来看,5品种合计产量880.85万吨,环比增8.41万吨;表需913.79万吨,环比增9.23万吨;总库存1365.6万吨,环比降32.94万吨。产量和表需Ő..

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