节点:铁矿石位置:上游情绪:利空参考度:4/10


第22周钢市情况如下:
期货市场,本周黑色系期货全线大幅下ū00;,价格不断创新低。原料端焦煤领跌,快速跌破800元/吨关口,3日内跌幅超10% ,临近周五部分多头割肉离场,价格逼近700元/吨;焦炭跟跌超6% ,与焦煤形成“双杀”;铁矿石围绕700元/吨博弈。成材端受原料下跌影响增仓下跌,螺纹钢期货主力合约跌破3000元/吨,热卷期货跌幅超螺纹钢。

现货市场,焦炭第二轮提降落地,还有进一步提降预期;铁矿石震荡补跌,铁水成本创近7年新低。成材价格受原料拖累连续阴跌,但跌幅小于成本降幅,钢厂利润上升。下游终端节前补库,成交需求小幅回暖。

核心数据方面,铁水税前成本均价创近7年新低,产量连续3周下降,但高炉开工率微升,产量下行空间...

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