螺纹钢:“金九银十”来临,螺纹向左还是向右?

华闻期货
Sep 12

【核心逻辑】1.需求端,宏观政策加速落地,地方政府新增专项债发行进度加快,基建投资有望保持较高增速,螺纹需求改善预期随之而逐步增强。与此同时,“金九银十”旺季临近,下游需求有望逐步释放,螺纹现实需求有望持续回升。整体来看,需求端表现趋于改善。2.供应端,近期钢厂利润有所收窄,生产意愿有所转弱。加之京津冀地区阶段性限产力度较强,使得螺纹供应量受到一定程度的限制,供应压力有望得以逐步缓解。与此同时,...

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