兰格优特钢日盘点：国内市场小幅趋强 下游刚需散单居多

Core Viewpoint - The domestic special steel market in China shows a slight upward trend, driven primarily by downstream rigid demand and scattered orders [1][3]. Price Trends - On the 28th, the average price of 45 carbon structural steel (85mm) in key cities was 3623 yuan, up 12 yuan from the previous trading day; the average price of 40Cr alloy steel (85mm) was 3778 yuan, also up 12 yuan [3]. - Major cities reported price increases, with 45 carbon structural steel priced at 3500 yuan in Hangzhou, 3440 yuan in Changzhou, 3650 yuan in Chongqing, and 3380 yuan in Tianjin, all reflecting a rise of 20 yuan from the previous day [3]. Regional Market Dynamics - The market exhibited a "regional differentiation and local upward" pattern, with East China breaking a prolonged consolidation phase, showing price increases of 20-30 yuan for core varieties [4]. - In East China, the price of chromium-molybdenum steel (Φ50mm) rose to 3850 yuan, with some traders pausing their quotes due to bullish expectations [4]. - North, Central, and South China maintained stable prices, with no adjustments observed in carbon structural steel prices, despite some upward sentiment from East China's price increases [4]. Demand and Supply - The overall transaction volume is still dominated by downstream rigid demand, with replenishment activities aligned with production plans, but no significant increase in proactive inventory accumulation [4]. - The demand has shown marginal improvement, but the overall strength remains limited, leading to expectations of a "stable price and moderate transaction" market in the near term [4].