Group 1 - The black metal sector in the domestic futures market showed a mixed performance, with rebar futures experiencing a slight upward trend, closing at 3271.00 yuan, up 0.18% [1] - As of September 3, the social inventory of construction steel in Guiyang increased to 62,950 tons, up by 55 tons from September 2 [2] - On September 2, the average cost for 76 independent electric arc furnace construction steel mills was 3333 yuan/ton, a decrease of 12 yuan/ton day-on-day, with an average profit loss of 133 yuan/ton [2] Group 2 - National construction material transaction volume reached 99,000 tons on September 2, an increase of 10.86% compared to the previous trading day [3] - According to Shenwan Hongyuan Futures research, the profitability of steel mills remains stable, with iron water slowly declining from high levels, indicating increasing pressure on the supply side of steel [4] - Steel inventory continues to accumulate, and while steel exports face challenges from tariffs and anti-dumping measures, billet exports remain strong, suggesting that the overall supply-demand balance in the steel market is not significantly strained [4]
市场供需双弱且库存变化不大 线材期货短期回调看待
Jin Tou Wang·2025-09-03 03:14