节点：铁矿石位置：上游情绪：利空参考度：6/10
第24周钢市利润情况如下：本周原料端焦炭提降，铁矿震荡下跌，铁水成本大幅下降，刷新近7年新低，而成本负反馈未传导至成材端，钢厂利润飙升。
铁水成本均价2042元/吨，环比降45元/吨；废钢税前均价2220元/吨，环比升5元/吨，铁水—废钢差-177元/吨，废钢性价比大降。
方坯成本均价2750元/吨，环比降50元/吨；出厂均价2904元/吨，环比升19元/吨，盘面利润154元/吨。螺纹成本均价2970元/吨，环比降50元/吨；市场均价3060元/吨..
当前原料端焦煤未好转，焦炭仍有提降预期，铁水成本持续下移。虽钢市进入夏季淡季，但供需矛盾一般，钢厂力挺市场，成材价格震荡盘整。中长期看，原料下跌带动成材走弱趋势未改，不过钢厂利用中间环节优势调整传导节奏，短期仍是最大赢家。
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