节点：铁矿石位置：上游情绪：利空参考度：10/10


本周钢市情况，原料端黑色系延续弱势。焦煤压力大，领跌黑色系，焦炭第二轮降价快速落地，铁矿石和废钢价格震荡走弱，铁水成本大幅下降，本周再降56元/吨，两周累计降118元/吨，创近7年新低。

成材市场整体偏弱，品种走势分化。建材因淡季需求回落，螺纹疲软；板材抗压强，热卷价格坚挺，呈现“卷强螺弱”。成本跌幅远超市价，钢厂盘面利润全面扩张，除螺纹小幅收窄，其他主要品种利润显著回升。

核心数据方面，铁水成本均价2104元/吨，环比降56元/吨；废钢税前均价2244元/吨，环比降38元/吨，铁水 – 废钢差扩大，废钢无性价比，电炉炼钢利润承压，部分钢厂减产检修。方坯成本均价2825元/吨ϼ..

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