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盘面受政策预期扰动 螺纹钢短期或维持区间运行
Jin Tou Wang·2025-09-19 07:05

Core Viewpoint - The rebar futures market is experiencing slight upward movement, with the main contract showing a 0.48% increase, indicating a potential stabilization in the market [1][2]. Group 1: Market Analysis - Rebar futures reached a peak of 3175.00 yuan, currently trading at 3164.00 yuan, reflecting a modest increase [1]. - The market is influenced by various factors, including inventory data and stock market performance, which have not led to a strong rebound despite positive inventory data [2]. - The demand for rebar is showing signs of recovery, particularly in the construction sector, while the automotive sector is experiencing a decline in demand for flat steel products [2]. Group 2: Institutional Perspectives - Zhengxin Futures suggests focusing on short-selling opportunities in the rebar-iron ore ratio, indicating a cautious approach to market movements [2]. - Guotou Anxin Futures notes that there is still support for rebar prices, despite a decline in real estate investment and a slowdown in infrastructure and manufacturing growth [3]. - Zhonghui Futures anticipates that the rebar market may remain within a range due to high overall supply levels and limited demand improvements from the real estate and infrastructure sectors [4].