Mysteel黑色市场周度观察:政策暖风叠加铁水见底,黑色商品反弹预期抬升

百年建筑网
Dec 22, 2025

本文为智数产品研发部《周度观察》精简版,原文已于12月20日发出。上周黑色系商品价格开始企稳反弹。上周初《求是》杂志发表重要文章《扩大内需是战略之举》,再次提振市场信心,商品价格普遍止跌反弹。对钢材市场来说,因前期钢厂减产的负反馈已被价格基本消化,叠加钢厂利润修复带动铁水见底预期和原料补库预期升温,黑色系商品价格以前期跌幅较深的煤焦价格反弹带动为主,期现价格均呈现上行趋势。往后看,我们维持对12月...

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