节点：钢材下游制造位置：下游情绪：利好参考度：4/10


期螺冲上3000点 废钢能否借势上涨 市场关注6月20日期螺盘中冲上3000点，淡季钢铁圈热度上升，废钢价格走势备受关注。是触底反弹还是昙花一现，成为业内讨论焦点。

从上半年中期基本面看，废钢供需双增且库存低位，抗跌性较强。供应端，新政策带动报废汽车、家电产废增长，抵消地产下滑影响，到货稳中有升。需求端，电炉钢厂生产给力，长流程钢厂吨钢利润超百元，用废提产需求托底，整体供需均衡，价格随螺纹波动。

市场出现新变化，南方梅雨季、北方高温及麦收、高考等因素，致钢厂到货环比减少，6月上旬采购价普遍上调。但前端产废也收缩，家电、汽车产废量环比降10%-15%。需求端长流程钢厂日耗仍达52.7万吨，整体需求未垮...

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