高成本对钢价仍尚有支撑 预计螺纹钢盘面偏强震荡

News Summary Core Viewpoint - The steel industry is experiencing a stable supply and slight adjustments in prices, with calls for self-discipline among companies to avoid excessive competition and maintain price stability [1][2]. Group 1: Market Data - As of July 29, the Shanghai Futures Exchange reported a total of 85,034 tons of rebar warehouse receipts, an increase of 594 tons from the previous trading day [1]. - The China Iron and Steel Association held a meeting emphasizing the need for self-discipline in the industry, urging companies to adhere to the "three determinations and three non-requests" principle to control production and stabilize prices [1]. Group 2: Price Adjustments - On July 29, Shougang Changzhi adjusted its rebar prices, reducing the HRB400E rebar price by 30 yuan, with the ex-factory base price for Φ20mm set at 3,220 yuan/ton [1]. Group 3: Industry Insights - Guosen Futures noted that despite being in the off-season, steel mills are maintaining decent profits and high production levels, with a slight weekly increase in rebar output and stable overall steel supply [2]. - Ningzheng Futures reported that adverse weather conditions are impacting construction and transportation, leading to generally weak downstream demand, while high coal prices are providing some support for steel prices [3].