节点:铁矿石位置:上游情绪:利空参考度:4/10
第26周钢市利润情况如下:原料端焦炭第4轮提降落地,铁矿石价格下跌,铁水成本跌破2000元大关,降至1977元/吨,环比降45元/吨,废钢性价比被动下降,其税前均价2250元/吨,环比升12元/吨 。
成材端,方坯成本均价2682元/吨,环比降48元/吨,出厂均价2912元/吨,环比降2元/吨,盘面利润229元/吨,接近热卷。螺纹成本均价2902元/吨,环比降48元/吨,市场均价3052元/吨,环比降4元/吨,盘面利润149元/吨,利润Ȣ..
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钢市利润飙升,但下游需求下滑,库存压力增大,这能持续多久?夏季累库风险不容忽视,钢价是否会下行?