节点：铁矿石位置：上游情绪：利空参考度：10/10
第24周期货黑色系延续宽幅洗盘，资金博弈激烈。焦炭主力合约日内振幅大，铁矿石周五夜盘先跌后V型反弹。原料现货市场，焦炭产量降幅扩大，港口库存加速去化；铁矿石到港量连续三周攀升，港口价格震荡下行；废钢市场供需双弱，电炉消耗下滑。
铁矿石方面，供应端到港量增加，港口库存微增；需求端疏港量减少，钢厂补库意愿弱。港口现货均价微跌，主力合约微涨，基差升水收窄。期货主力合约成交、持仓均值显示资金洗盘，持仓高位震荡。钢坯价格上涨，方坯/铁矿比值上升，成材相对矿价走强。
焦炭方面，产量下降，总库存减少..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
电炉亏损要停产，那钢材供应会不会大减呀？以后买钢材是不是要更贵咯？
那电炉亏损停产了，钢材价格后面会涨得更厉害吗？