推荐关注品种：焦煤、玻璃策略：逢低布局多单策略周期：中期要点：本周黑色系先跌后涨，黑链指数小幅收涨0.4%。周内京津冀地区受阅兵影响、运输和施工放缓，成材需求同环比均有所转弱，市场基于目前成材持续累库压力，对后续旺季需求成色多持谨慎态度，因此，需求待验证阶段、叠加河北地区钢厂环保限产后又迎来集中复产，炉料价格向上弹性显著强于成材，盘面利润低位进一步压缩。后续来看，9月国内宏观会议扰动较少，预计黑色...
Source Link推荐关注品种：焦煤、玻璃策略：逢低布局多单策略周期：中期要点：本周黑色系先跌后涨，黑链指数小幅收涨0.4%。周内京津冀地区受阅兵影响、运输和施工放缓，成材需求同环比均有所转弱，市场基于目前成材持续累库压力，对后续旺季需求成色多持谨慎态度，因此，需求待验证阶段、叠加河北地区钢厂环保限产后又迎来集中复产，炉料价格向上弹性显著强于成材，盘面利润低位进一步压缩。后续来看，9月国内宏观会议扰动较少，预计黑色...
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