一、钢材综合指数二、原料动态【铁矿】本周矿价高位窄幅波动,连铁期货围绕在800元附近,降息落地利好出尽,钢材需求不及预期库存持续积累,矿价继续单边上行有阻力。下周来看,铁矿基本面边际小幅回落,海外矿山发运回升,铁水受钢企利润压缩的影响,进一步扩张有限,同时唐山钢企有减产预期,参照前期唐山限产执行情况看,预计主要以烧结限产阶段性影响粉矿需求,但或将影响钢厂国庆节前的补库力度,预计矿价维持高位震荡趋势...
Source Link一、钢材综合指数二、原料动态【铁矿】本周矿价高位窄幅波动,连铁期货围绕在800元附近,降息落地利好出尽,钢材需求不及预期库存持续积累,矿价继续单边上行有阻力。下周来看,铁矿基本面边际小幅回落,海外矿山发运回升,铁水受钢企利润压缩的影响,进一步扩张有限,同时唐山钢企有减产预期,参照前期唐山限产执行情况看,预计主要以烧结限产阶段性影响粉矿需求,但或将影响钢厂国庆节前的补库力度,预计矿价维持高位震荡趋势...
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