前言：近年来，钢材市场淡旺季转换界限日趋模糊，需求释放滞后的特征也愈发明显。从当前表现看，今年传统“金九”行情仍然偏弱，未达预期。不过，自9月11日左右盘面初见反弹之际，叠加“反内卷”政策持续发酵，宏观情绪逐渐转暖。与此同时，部分微观数据也显示出淡旺季转换的初步迹象：据Mysteel调研数据显示，全国五大钢材品种社会库存的累库速度已连续三周放缓。那么，下一期数据能否延续这一积极态势，甚至实现止增...
Source Link前言：近年来，钢材市场淡旺季转换界限日趋模糊，需求释放滞后的特征也愈发明显。从当前表现看，今年传统“金九”行情仍然偏弱，未达预期。不过，自9月11日左右盘面初见反弹之际，叠加“反内卷”政策持续发酵，宏观情绪逐渐转暖。与此同时，部分微观数据也显示出淡旺季转换的初步迹象：据Mysteel调研数据显示，全国五大钢材品种社会库存的累库速度已连续三周放缓。那么，下一期数据能否延续这一积极态势，甚至实现止增...
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