Group 1 - The overall steel market in South China is stable, with minor fluctuations in individual brands, while the futures market shows an increase in most black series products, led by coking coal with a rise of 1.35% [3] - Guangdong plans to invest over 1 trillion yuan in 2026, with significant allocations for infrastructure, industry, and public welfare projects, which is expected to support steel demand [4] - The China Iron and Steel Association reported a slight decrease in daily crude steel production but an increase in daily steel output, indicating a mixed supply situation that may pressure steel prices [5][9] Group 2 - Guangdong's public budget revenue for 2025 was 1.39 trillion yuan, with a growth of 3%, and the forecast for 2026 is 1.44 trillion yuan, also growing by 3%, indicating stable fiscal conditions that support steel demand [6][7] - The increase in public budget expenditures and the growth in the less developed regions of Guangdong provide ongoing support for steel demand, particularly in construction [7] - The futures market shows a mixed sentiment, with rebar prices rising but with a decrease in positions, indicating weaker momentum despite the price increase [8][9]
1月26日钢铁市场：厉害了广东！万亿项目引爆2026！！节前交易冷清，明日钢价走势如何？
Sou Hu Cai Jing·2026-01-27 02:50