宝城期货热轧卷板周度数据-20250801

Group 1: Report Core View - The fundamentals of hot-rolled coils are weakening under the situation of both supply and demand increasing, with continuous inventory growth and raw material price decline, so it is expected that the price of hot-rolled coils will be under pressure and decline weakly [6] Group 2: Supply Data - The weekly output of hot-rolled coils is 322.79 million tons, a week-on-week increase of 5.30 million tons, a monthly decrease of 4.45 million tons, and a year-on-year decrease of 0.66 million tons [2] - The blast furnace capacity utilization rate is 90.24%, a week-on-week decrease of 0.57 percentage points, a monthly decrease of 0.59 percentage points, and a year-on-year increase of 1.37 percentage points [2] Group 3: Demand Data - The apparent demand for hot-rolled coils is 320.00 million tons, a week-on-week increase of 4.76 million tons, a monthly decrease of 6.25 million tons, and a year-on-year decrease of 1.30 million tons [2] - The weekly output of cold-rolled coils is 87.18 million tons, a week-on-week increase of 0.22 million tons, a monthly decrease of 0.88 million tons, and a year-on-year increase of 2.24 million tons [2] Group 4: Inventory Data - The total inventory of hot-rolled coils is 347.95 million tons, a week-on-week increase of 2.79 million tons, a monthly increase of 6.79 million tons, and a year-on-year decrease of 84.36 million tons [2] - The in-plant inventory is 79.30 million tons, a week-on-week increase of 1.30 million tons, a monthly increase of 1.08 million tons, and a year-on-year decrease of 12.51 million tons [2] - The social inventory is 268.65 million tons, a week-on-week increase of 1.49 million tons, a monthly increase of 5.71 million tons, and a year-on-year decrease of 71.85 million tons [2]