位置：中游情绪：利空参考度：6/10
周边钢厂价差拉大贵25 – 100元 沙老大是否涨价近期，市场对沙钢废钢价格调整关注度升温。自5月27日稳价后，沙钢已“按兵不动”月余，周边钢厂却陆续上调报价，沙钢价差劣势逐渐拉大，其重三含税价较周边钢企低25 – 100元。且本周一主导钢企到货量仅9000吨，逼近5月12日触发涨价的历史敏感阈值。
从张家港地区卸货数据看，沙钢到货量呈阶梯式下滑。本周一较上周平均值下降12.1%，较上上周平均值下降21.9% ，已接近价格敏感阈值，若跌破8000吨，调价动力更强。与周边钢企对比，沙钢价格竞争力亟待修复，显著价差劣势致其对废钢资源吸引力减弱，需上调30 – 50元/吨以重塑竞争力。
截至上周四，沙钢厂内库存周转天ƕ..
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沙钢这情况咋还不涨价呢？到货量都下滑了，周边钢厂都涨了呀？
沙钢这情况，到货量降库存低，周边又涨了，它是不是肯定得涨价啊？