位置:中游情绪:中性参考度:1/10


7涨2跌市场跟涨乏力,淡季行情背后谁在炒作7月14日,钢市各品种表现不一。

卷螺期货午后震荡偏强,期螺10收3138涨5,期卷10收3276涨3 。A股市场震荡分化,上证指数涨0.27%,深证成指跌0.11%,恒生指数涨0.42%。央行邹澜称近年货币政策支持性强,5月7日一揽子政策已落地。

宏观层面,6月中国出口同比增长7.2%,进口增长2.3% 。上半年对“一带一路”国家进出口11.29万亿元。6月末,M2余额330.29万亿元同比增8.3%,M1余额113.95万亿元同比增4.6%,M0余额13.18万亿元同比增12%,上半年净投放现金3633亿元。

建材现货市场价格稳中偏弱,全国39个主要城市中25个稳,12个跌,2个涨。主导城市北京、上海稳,主导钢厂价格主稳。期螺2510收盘3138涨0.16%,下方20日线3033,上方40周线3250 。钢坯价格稳,唐山方坯松汀普方坯2970出厂,下游按需采购,直发成交弱,午后贸易商心态缓和,现货报3040,高报10 。

废钢市场全国稳中个调,295家钢企中7涨2跌,涨价钢企分布辽宁等地,涨幅20 – 50元/吨 。样本钢企昨日到货46.47万吨,环比增0.03万吨 。螺废价差、铁废价差等数据有变化,华东长流程、短流程钢厂利润有变动。

铁矿市场,进口矿小幅偏强,期货突破阶段新高,钢企盈利改善,现货跟涨但成交一般 。国产矿唐山地区矿选利润不佳,持货厂商捂货惜售。

整体看,期螺宽幅震荡,市场多观望。上周五沙钢涨价及焦炭提涨带来成本支撑,但淡季需求低迷,钢企利润和生产积极性低,预计短期废钢趋稳运行。

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