钢铁周报：逢低布局，迎接9月旺季-20250810

Investment Rating - The industry investment rating is optimistic [1] Core Viewpoints - The report suggests a strategy of buying on dips in anticipation of a peak season in September [1] Price Summary - The SW Steel Index is at 2,509, with a weekly increase of 2.5% and a year-to-date increase of 19.3% [4] - The SW General Steel Index is at 2,589, with a weekly increase of 2.7% and a year-to-date increase of 24.1% [4] - The price of rebar (HRB400 20mm) is 3,330 CNY/ton, showing a weekly decrease of 0.6% and a year-to-date decrease of 2.3% [4] - The iron ore Platts index is at 102 USD/ton, with a weekly increase of 2.2% and a year-to-date increase of 1.5% [4] Inventory Summary - Total social inventory of five major steel products is 962,000 tons, with a weekly increase of 2.2% and a year-to-date increase of 26.8% [5] - Total inventory at steel mills is 413,000 tons, with a weekly increase of 0.8% and a year-to-date increase of 17.9% [5] - Port inventory of iron ore is 13,715,000 tons, with a weekly increase of 0.4% and a year-to-date increase of 7.7% [5] Supply and Demand - The report indicates a steady production level, with weekly output of five major steel products at approximately 1,000,000 tons [9] - The average daily molten iron production is projected to remain stable [9] Stock Performance - The report highlights the stock performance of several companies, with notable increases in some stocks while others have seen declines [19]