节点:铁矿石位置:上游情绪:利空参考度:10/10


本周钢材市场整体偏弱运行。原料端焦炭暂稳,铁矿、废钢震荡下跌,铁水成本继续小幅下降,对成材市场形成成本端负反馈。同时建材需求下滑,整体价格重心下移,钢坯价格坚挺,热卷价格补跌且降幅大于螺纹,品种分化缓和,建材市场预期悲观,螺纹利润连续垫底。

铁水成本均价2086元/吨,环比降17元/吨;废钢税前均价2215元/吨,环比降29元/吨,废钢降幅略大于铁水,但差值收窄,电炉厂成本压力稍有缓解。

钢坯成本均价2799元/吨,环比降24元/吨;出厂均价2890元/吨,环比降18元/吨;盘面利润90元/吨,因成本降幅快于售价,利润小幅上扬,钢坯仍有支撑。

螺纹成本均价3019元/吨,环比降24元/吨;市场均价3047元/吨,环比降26元/吨;盘面利润28元/吨,成本..

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