Ruida Futures(SZ:002961) Jin Tou Wang·2025-07-29 07:24Group 1 - The core viewpoint indicates that the hot-rolled coil futures market is experiencing a strong upward trend despite weak demand from the real estate sector and a slight increase in social inventory [1][2] - The hot-rolled coil main contract opened at 3398.00 yuan/ton and reached a high of 3505.00 yuan, reflecting an increase of approximately 1.83% [1] - Supply and demand fundamentals show that iron ore and coke prices are weakening, leading to insufficient cost support for hot-rolled coil prices [1][2] Group 2 - The Ministry of Industry and Information Technology has outlined eight key tasks for the second half of the year, including enhancing the adaptability of consumer goods supply and demand to boost consumption [2] - Weekly production of hot-rolled coil continues to decline, with a capacity utilization rate of 81.11%, while total inventory has increased by 22,500 tons [2] - Technical analysis indicates that the HC2510 contract's MACD indicator shows downward adjustments, suggesting caution in trading [2]