节点：下游（终端消费/应用）位置：下游情绪：利空参考度：9/10
11月13日，中国钢铁市场继续在窄幅区间内波动，期货和现货价格变动有限。建筑钢材价格略有上涨，其他品类保持稳定。
整体需求依然疲软，螺纹钢表观需求接近五年低点。亏损和季节性压力促使部分地区减产，预计铁水产量将进一步下降。
钢厂利润率降至40%Ļ..
热轧卷板产量居高不下，增加了库存压力，未来出口趋势将是关键变量。黑色系期货市场保持稳定，动力煤和焦炭的波动幅度收窄。
短期内，钢材价格主要受铁水产量和库存变化驱动。
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
If the demand remains weak and iron water production is expected to decline further, how can the steel price still maintain near – cost? With high production of hot – rolled coil adding inventory pressure, will the expected key variable of export trend really be able to relieve the pressure and boos…