节点:铁矿石位置:上游情绪:利空参考度:6/10
第23周钢市情况如下:
期货黑色系低开高走,偏强震荡。焦煤先新低后反弹,焦炭跟随上涨,基本回上周跌幅,铁矿石抗跌走强,成材端螺纹先跌后涨持仓回落,热卷持仓创新高但增幅收窄。现货市场焦煤依旧高产量、进口、库存、流拍,焦炭第三轮提降成本未降,铁矿、废钢小跌,铁水成本和产量微降,钢厂利润尚可,铁水产量难大幅回落,成材价格下跌幅度收窄,热卷跌幅超螺纹,品种差大幅收窄。
铁水税前成本均价环比降15元/吨,日均产量降0.11万吨,开工率降0.31% ,但累计产量同比高3.76%。钢坯成本、出厂均价环比均降23元/吨,盘面利润84元/吨,日均外卖降0.1万吨,库存增7.75万吨,转入夏季累库。
螺纹现货均价环比降21元/吨,期螺主力合约收盘均价降18元/吨,基差升水93元/吨,主力合约成交增、持仓降...
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