Group 1 - Approximately 19 steel mills adjusted their construction material ex-factory prices on July 30, with notable increases in rebar prices in East China, including a rise of 50 yuan/ton for Nanjing Steel and 30 yuan/ton for Shandong Steel [1] - The spot price for rebar on July 30 was reported at 3410 yuan/ton for Yonggang in Shanghai, with other brands like HRB400 and Pinggang also showing competitive pricing around 3370-3430 yuan/ton [2] - The futures market closed with the main rebar contract at 3315.00 yuan/ton, reflecting a daily increase of 0.42%, with trading volume reaching 3,510,866 contracts [2] Group 2 - As of July 29, the Shanghai Futures Exchange reported an increase in rebar warehouse receipts to 85,034 tons, up by 594 tons from the previous trading day [3] - In June, China's steel exports totaled 9.678 million tons, marking an 8.5% decrease from the previous month, with an average export price of 687.1 USD/ton, down 1.6% [3] - According to Sanli Futures research, both policy and fundamentals support rebar prices, with expectations of increased demand from infrastructure projects and a shift in supply-demand dynamics due to industry self-discipline [4]
供需格局有望扭转 短期螺纹钢或震荡偏强
Jin Tou Wang·2025-07-30 08:53