节点：钢材下游制造位置：下游情绪：中性参考度：2/10
钢坯跌100期螺跌140，狂欢后行情现忧，废钢跌幅几何7月31日，大宗商品市场价格剧烈波动。期螺10收3205，跌140元，跌幅4.19%，当日跌幅创2025年以来最高，最低点距跌停仅差9元。焦煤期货主力合约封死跌停板，下跌90.5元，跌幅7.97% ，近4个交易日第二次跌停，8个交易日内4个涨停2个跌停。
黑色商品波动剧烈，焦煤8天6个板，螺纹钢几近跌停，几天波动超前3个月。唐山迁安地区部分普方坯再降60，累降100，3080含税出厂。建材现货价格大幅下跌，市场价格主流稳中跌10 – 80元/吨，生产企业出厂价格稳中跌10 – 30元/吨，期货下行致市场情绪转弱，出货困难，预计明价弱调。废钢市场大幅回落，四川1天连跌2次，累跌50元。
大宗商品此次大幅下跌，主要受以下因素影响。一是宏观经济数据不及预期，制造业PMI回落，显示制造业景气度下滑，建筑钢材需求预期减弱；建筑业活动收缩，终端需求显著收缩。二是政策预期调整冲击市场情绪，ZZJ会议表述变...
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废钢这跌势，是不是因为制造业不行、政策变动，还是资金退潮瞎搞的？