全线上涨！焦煤涨超6%！钢厂大涨60！钢价能否继续反弹？

Group 1 - The steel spot market is primarily rising, with major futures contracts also increasing, driven by market sentiment following safety incidents in coal mines and expectations of a potential interest rate cut by the Federal Reserve [1][3][20] - The State Council meeting highlighted the effectiveness of large-scale equipment updates and consumer goods replacement policies in stabilizing investment and expanding consumption, which is expected to boost market confidence and support steel prices [2] - As of mid-August, social inventory of five major steel products in 21 cities reached 8.43 million tons, a month-on-month increase of 400,000 tons, indicating supply pressure in the off-season steel market [2] Group 2 - Federal Reserve Chairman Jerome Powell's dovish remarks at the global central bank meeting have increased the probability of a rate cut in September, with an 84.1% chance of a 25 basis point cut, which has positively influenced market sentiment towards steel prices [3] - Today's domestic steel market saw a general increase in prices, with specific price adjustments reported from various steel mills, indicating a trend of rising production costs [4][7][19] - The raw material market shows a slight increase in iron ore prices, supported by stable demand from steel mills, while coke prices remain steady due to strong demand and limited supply [18][20]