黑色板块1、钢材供需预期改善，成本支撑较强。需求端，受国庆长假影响，假期间钢材需求显著下滑，库存大幅度上升。不过，四季度通常为需求旺季阶段，钢材需求改善预期仍较强。供应端，钢厂生产维持常态，钢材供应稳中趋降，整体供应压力仍较大。总体而言，虽然国庆长假期间钢材阶段性供需失衡，带来一定下行压力；但中长期来看，在宏观政策持续推动之下，钢材供需改善预期仍较强。生产成本对钢材价格的支撑作用依然较强。在此环境...
Source Link黑色板块1、钢材供需预期改善，成本支撑较强。需求端，受国庆长假影响，假期间钢材需求显著下滑，库存大幅度上升。不过，四季度通常为需求旺季阶段，钢材需求改善预期仍较强。供应端，钢厂生产维持常态，钢材供应稳中趋降，整体供应压力仍较大。总体而言，虽然国庆长假期间钢材阶段性供需失衡，带来一定下行压力；但中长期来看，在宏观政策持续推动之下，钢材供需改善预期仍较强。生产成本对钢材价格的支撑作用依然较强。在此环境...
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