Group 1: Report Core View - Hot-rolled coil supply and demand have both weakened, with the fundamentals deteriorating again and a slight inventory build-up. However, the overall contradiction is not significant, and strong raw materials are boosting market sentiment. It is expected that hot-rolled coil prices will maintain a high-level oscillating trend, and attention should be paid to overseas risks [7] Group 2: Supply - The weekly production of hot-rolled coils was 3.1749 million tons, a week-on-week decrease of 36,500 tons, and a month-on-month decrease of 97,500 tons. The supply continued to contract but remained at a relatively high level for the year [2] - The blast furnace capacity utilization rate was 90.81%, a week-on-week decrease of 0.08 percentage points and a month-on-month decrease of 0.02 percentage points [2] Group 3: Demand - The apparent weekly demand for hot-rolled coils was 3.1524 million tons, a week-on-week decrease of 85,500 tons and a month-on-month decrease of 110,100 tons [2] - The weekly production of cold-rolled coils was 869,600 tons, a week-on-week decrease of 500 tons and a month-on-month decrease of 11,000 tons [2] Group 4: Inventory - The total inventory of hot-rolled coils was 3.4516 million tons, a decrease of 850,000 tons [2] - The in-plant inventory was 780,000 tons, a week-on-week decrease of 2,200 tons and a month-on-month decrease of 178,100 tons [2] - The social inventory was 2.6716 million tons, a week-on-week increase of 42,200 tons and a month-on-month decrease of 671,900 tons [2]
宝城期货热轧卷板周度数据-20250725
Bao Cheng Qi Huo·2025-07-25 02:21