Core Viewpoint - The cold-rolled base material market is experiencing a standoff between bullish and bearish sentiments, with price fluctuations narrowing due to stable supply and demand but weak macroeconomic expectations and insufficient cost support [1] Group 1: Price Trends - The expected settlement price for C material has been adjusted down by 30 yuan, with price fluctuations narrowing to 2.64% [1] - The market is currently in a stalemate within the price range of 3220-3305 yuan/ton, reflecting a balance between fundamental and macroeconomic factors [1] Group 2: Supply and Demand Dynamics - Supply and demand are stable, but macroeconomic expectations are weak, leading to a downward shift in price levels [1] - It is anticipated that in the next cycle, prices may initially rise due to production cuts from maintenance, tightening supply, but demand remains lukewarm with limited volume [1] Group 3: Future Outlook - The upward price potential is limited due to weak cost support and cautious macroeconomic sentiment, indicating ongoing downward pressure [1] - Price levels may slightly increase, but the volatility range is expected to remain limited [1]
冷轧基料:邯邢结算“决战前夜”:多空激战正酣,价格振幅为何持续萎缩?
Sou Hu Cai Jing·2025-12-24 04:18