节点:铁矿石位置:上游情绪:中性参考度:2/10
第25周钢市利润测算情况如下:
原料端,焦炭暂稳,有第4轮提降消息,铁矿石价格下降,废钢小幅上涨。铁水成本降,废钢性价比下跌。铁水成本均价2024元/吨,环比降15元/吨;废钢税前均价2235元/吨,环比升13元/吨,铁水—废钢差 -210元/吨 。
成材端,现货价格小幅震荡,品种有分化。方坯出厂坚挺,螺纹价格震荡走弱。钢坯成本均价2731元/吨,环比降16元/吨,出厂均价2910元/吨,环比升8元/吨,盘面利润178元/吨 。
螺纹成本..
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螺纹利润真的能持续飙升吗?铁水成本下降,但市场需求真的能一直支撑高利润吗?钢厂的未来真的这么乐观?