节点：炼铁/粗钢位置：中游情绪：利空参考度：10/10


七月将临废钢市场现状剖析 或迎供需双弱局面回顾6月废钢市场，价格整体震荡偏弱。全国废钢指数显示，月初价格2179.2元/吨，截至6月24日降至2173.6元/吨，下跌5.6元/吨。焦炭第四轮提降落地，铁水成本降低，废钢性价比短期难回升。传统淡季深入，钢厂面临钢材去库压力，或减少生产，废钢需求受抑制，价格有继续承压风险。

需求端方面，以华东电炉为例，18家样本中有6家停产，较上周增加4家，废钢消耗环比减少7700吨。生产时间受原料到货和利润影响大，多集中在8 – 12小时。华东电炉钢企因高温淡季钢材销售不佳，效益亏损扩大，除个别微亏，大多亏损80 – 100，甚至个别达200左右。市场资源流通紧，原料紧缺价格难涨，短期低生ĺ..

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