节点：炼铁/粗钢位置：中游情绪：利空参考度：10/10
期螺ū00;20原因何在 加征70%关税 废钢是否跟跌7月7日废钢市场稳中微调，295家钢企中6涨20跌，跌价钢企分布在广东等地，跌幅10 – 30元/吨。样本钢企昨日废钢到货环比减少0.85万吨，螺废价差735(-14)，铁废价差 – 218(-14) 。
需求端，电炉产能利用率降至32.2%，已连续六周下降。因焦炭四轮提降，铁水成本下移，钢企用废积极性下滑，电炉钢企亏损加剧，吨钢亏损严重时达 – 200元/吨，高炉钢企更倾向铁水，废钢性价比走弱。
供应端，1 – 6月房地产开发企业房屋施工面积同比下降12.0%，高温雨季抑制工地开工，建筑废钢产出同比下降。加工基地库存持续走低，因高温多雨毛料资源紧缺，收货困难，且市场看空后市不敢多做库存，场地收货量下降。受ɫ..
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