Group 1 - Steel prices are stable with a slight rebound due to "anti-involution" policies, but the momentum for spot prices is insufficient, leading to a rapid compression of basis [1] - There is an increased focus on production restrictions in July and August, although steel mills show weak willingness to limit production [1] - Coal and coke markets are stable, with rising voices for coke price increases and good auction results for coking coal [1] Group 2 - Iron ore production has decreased by 14,400 tons, and recent spot prices have rebounded due to "anti-involution" trading [1] - The steel mills are expected to maintain high profits, with daily average iron water production around 240,000 tons in July [1] - The overall demand for steel is not weak despite the seasonal downturn, and the logic of weakening downstream demand has not yet manifested [1]
钢材、煤焦等：现货有变化，7-8月关注限产情况
Sou Hu Cai Jing·2025-07-09 05:45