需求韧性较强 预计螺纹钢处于小幅修复行情

Core Viewpoint - The rebar futures market is experiencing a slight upward trend, with the main contract reaching a peak of 3149.00 yuan and currently trading at 3132.00 yuan, reflecting a 1.06% increase [1] Group 1: Market Analysis - The total production of five major steel varieties is 8.7272 million tons, a decrease of 124,400 tons week-on-week [1] - The total inventory of five major steel varieties stands at 13.3958 million tons, a slight decrease of 350 tons week-on-week [1] - The consumption of five major steel varieties is 8.7307 million tons, down 1.4% [1] Group 2: Institutional Perspectives - Guodu Futures suggests operating within the range of 2900-3150 yuan/ton for the rebar 2510 contract, emphasizing the importance of monitoring local production restriction policies [1] - Everbright Futures anticipates that the rebar market will continue to experience a slight upward trend in the short term, supported by a decrease in production and a slight decline in inventory [1] - Hengtai Futures expects a small recovery in the rebar market under low valuation conditions, with a focus on the dual drivers of industry benefits and valuation recovery [2]