节点:铁矿石位置:上游情绪:利空参考度:4/10


第25周钢市情况如下:期货黑色系方向趋势不明,日内波动洗盘,资金离场。原料端焦煤未冲800关口,铁矿石09合约资金撤离;成材端热卷价格重心上移,螺纹持仓减仓回落。现货市场焦炭传第4轮提降,铁矿石震荡下跌,废钢价格上移,铁水成本创新低;成材端小幅波动,方坯、热卷坚挺,螺纹稍弱,钢厂利润创新高,铁水产量转增。

铁水方面,本周税前成本均价2025元/吨,环比降14元/吨,成本再破新低。日均产量242.18万吨,环比增0.57万吨,结束5连降,高炉开工率83.82%,环比升0.41% ,产量整体维持高位波动。

钢坯成本均价2733元/吨,环比降15元/吨;出厂均价2915元/吨,环比升13元/吨,盘面利润创新高。日均外卖4.59万吨,环比增2.45万吨,总库存119.98万吨,环比增0.9万吨,方坯出口火热推动外卖量上升。

螺纹现货均价3055元/吨,环比降3元/吨;期螺主力合约收盘均价2987元/吨,环比升10元/吨,基差升水...

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