简单聊聊最近的黑色系商品

Group 1 - The annual National Day holiday is approaching, and the average daily pig iron production of Maidou's 247 plants has rebounded from a significant drop on September 3 to 240.55 million tons last week, and has now surpassed 241 million tons, reflecting a week-on-week increase of 0.47 million tons and a year-on-year increase of 17.19 million tons [1] - Steel demand continues to decline annually, with traditional peak seasons showing less impact, indicating a shift in focus towards high-end manufacturing and products like plates, while construction materials may become less mainstream [1] - Macro factors include the Federal Reserve's Chairman Jerome Powell adopting a more accommodative stance on inflation, temporarily lowering interest rates by 25 basis points amid external pressures [1] Group 2 - The domestic market has shown a more rational response to the anti-involution policies, with expectations for policy improvements, indicating a more stable market sentiment [2] - Recent tightening of scrap steel resources has led to stronger prices, with reduced availability of illegal tickets affecting the market, and the tax structure for scrap steel has been clarified, making it more challenging to obtain tickets [2] - Electric furnace profits have been poor over the past month and a half, with production utilization rates declining as the National Day holiday approaches, indicating a potential decrease in output [2]