节点：钢材下游制造位置：下游情绪：利空参考度：6/10


宏观扰动现 废钢市场具韧性 变局正酝酿废钢市场在多种因素交织下，走出抗跌但隐忧凸显的曲线，如何把握其市场节奏成为行业关注焦点。

宏观方面，伊朗局势与美联储决议震动全球市场，带动大宗商品反弹。美联储维持基准利率不变，市场渐形成“高利率顶点已现”判断。政策转向通过美元指数影响废钢市场，进口原料成本或降，但通胀风险使价格波动可能放大。

供应端，工业产废量阶段性收缩，汽车、家电等产废规模下降，拆迁废钢产出锐减。华东地区格局改变，加工基地消化能力增强。同时，加工行业效率分化，规模化基地压缩成本，加剧供应商竞...

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