聯系人:漆文靜
座機:
Q Q: 2291072880
地址:上海(hai)市青浦區(qu)蘆蔡(cai)北路1659號
本(ben)周(zhou)(zhou)主(zhu)流延續(xu)穩(wen)定,木托盤(pan)需(xu)求(qiu)(qiu)有(you)限(xian)(xian)上(shang)(shang)行(xing)乏力(li),鑒于成(cheng)(cheng)(cheng)本(ben)及庫存壓(ya)力(li)不(bu)大(da)(da)(da),短期(qi)(qi)報(bao)跌(die)(die)意愿不(bu)強(qiang),但據悉多(duo)地成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)存窄幅(fu)暗降(jiang)(jiang)。工業線(xian)方面(mian), 本(ben)周(zhou)(zhou)高(gao)位下(xia)(xia)(xia)挫,拉絲累(lei)跌(die)(die)70左右(you),冷鐓、硬線(xian)等(deng)材(cai)(cai)(cai)料穩(wen)跌(die)(die)均有(you),幅(fu)度(du)(du)30-50,成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)偏差(cha)加之外圍期(qi)(qi)螺(luo)等(deng)弱(ruo)勢拖累(lei),至下(xia)(xia)(xia)半周(zhou)(zhou)價格(ge)(ge)趨(qu)低格(ge)(ge)局占主(zhu)流,市(shi)(shi)(shi)場看空(kong)氛 圍稍有(you)增(zeng)多(duo)。整體(ti)來看,缺乏利好(hao)(hao)提振(zhen)下(xia)(xia)(xia),廠需(xu)求(qiu)(qiu)放(fang)量難度(du)(du)較(jiao)大(da)(da)(da),鑒于新一輪(lun)主(zhu)導(dao)鋼廠旬價政策出(chu)臺在(zai)即(ji),平盤(pan)預期(qi)(qi)下(xia)(xia)(xia)后市(shi)(shi)(shi)價格(ge)(ge)底部支撐(cheng)尚存,預計下(xia)(xia)(xia)周(zhou)(zhou)特鋼各品種價 格(ge)(ge)延續(xu)穩(wen)中松(song)動格(ge)(ge)局。本(ben)周(zhou)(zhou)型(xing)材(cai)(cai)(cai)市(shi)(shi)(shi)場先強(qiang)后弱(ruo),較(jiao)周(zhou)(zhou)初跌(die)(die)40-60元。唐山(shan)地區(qu),周(zhou)(zhou)初受(shou)(shou)成(cheng)(cheng)(cheng)本(ben)端支撐(cheng)趨(qu)漲(zhang)(zhang)(zhang),型(xing)材(cai)(cai)(cai)價格(ge)(ge)上(shang)(shang)調,但難以(yi)帶動需(xu)求(qiu)(qiu)釋放(fang),下(xia)(xia)(xia)游(you)(you)對高(gao)價接(jie)受(shou)(shou)度(du)(du)不(bu)高(gao),出(chu)貨(huo)較(jiao)為(wei)吃 力(li),觀望情緒(xu)濃。周(zhou)(zhou)中型(xing)價弱(ruo)勢調整,然下(xia)(xia)(xia)游(you)(you)需(xu)求(qiu)(qiu)仍未有(you)明顯放(fang)量,整體(ti)成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)上(shang)(shang)無較(jiao)大(da)(da)(da)好(hao)(hao)轉。大(da)(da)(da)多(duo)數(shu)的中間商為(wei)規避后市(shi)(shi)(shi)風險,無大(da)(da)(da)量補庫意愿,成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)量較(jiao)上(shang)(shang)周(zhou)(zhou)有(you)所 降(jiang)(jiang)低,周(zhou)(zhou)邊城市(shi)(shi)(shi)也(ye)隨(sui)之報(bao)價松(song)動。華東(dong)上(shang)(shang)海地 區(qu)以(yi)穩(wen)為(wei)主(zhu),相對外圍市(shi)(shi)(shi)場,本(ben)地相對平靜。進入下(xia)(xia)(xia)半月,隨(sui)著期(qi)(qi)貨(huo)快速(su)拉漲(zhang)(zhang)(zhang)大(da)(da)(da)大(da)(da)(da)縮小基差(cha),進入震蕩洗(xi)盤(pan)期(qi)(qi),對現(xian)貨(huo)市(shi)(shi)(shi)場又逐漸喪失操控力(li);而(er)在(zai)現(xian)貨(huo)價格(ge)(ge)大(da)(da)(da)幅(fu)上(shang)(shang)漲(zhang)(zhang)(zhang)后,也(ye)面(mian)臨(lin)著高(gao)位成(cheng)(cheng)(cheng)交(jiao)(jiao)(jiao)受(shou)(shou)阻(zu),下(xia)(xia)(xia)游(you)(you)觀望減緩(huan)進貨(huo)的情況;鋼坯上(shang)(shang)漲(zhang)(zhang)(zhang)速(su)度(du)(du)快于成(cheng)(cheng)(cheng)材(cai)(cai)(cai),使(shi)得下(xia)(xia)(xia)游(you)(you)成(cheng)(cheng)(cheng)材(cai)(cai)(cai)利潤大(da)(da)(da)幅(fu)銳減,開工積極(ji)性下(xia)(xia)(xia)降(jiang)(jiang),又由(you)于豐潤地區(qu)執行(xing)分時限(xian)(xian)產(chan)(chan)停(ting)產(chan)(chan),使(shi)得軋鋼廠開工率(lv)開始出(chu)現(xian)明顯波動。故鋼坯開始出(chu)現(xian)幅(fu)度(du)(du)比較(jiao)頻繁(fan)的上(shang)(shang)漲(zhang)(zhang)(zhang)下(xia)(xia)(xia)跌(die)(die)。隨(sui)著氣(qi)溫升(sheng)高(gao)大(da)(da)(da)氣(qi)擴(kuo)散(san)有(you)利,各地對鋼鐵限(xian)(xian)產(chan)(chan)的力(li)度(du)(du)不(bu)斷出(chu)現(xian)緩(huan)和,與此(ci)同時,高(gao)爐或將迎來最后一波集(ji)中復產(chan)(chan)潮,由(you)此(ci)帶來產(chan)(chan)量的快速(su)回升(sheng),壓(ya)制(zhi)價格(ge)(ge)的反彈,甚至影響鋼價下(xia)(xia)(xia)降(jiang)(jiang)。