螺纹钢：板块情绪共振，宽幅震荡，热轧卷板：板块情绪共振，宽幅震荡

Group 1: Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. Group 2: Core View of the Report - The sentiment of the rebar and hot-rolled coil plate sectors resonates, with wide fluctuations [1] Group 3: Summary by Related Catalogs Fundamental Tracking - Futures Data: For RB2510, the closing price was 3,250 yuan/ton with a 35 yuan increase (1.09% rise), trading volume of 1,411,239 lots, and an open interest of 1,612,625 lots with an increase of 515 lots. For HC2510, the closing price was 3,465 yuan/ton with a 44 yuan increase (1.29% rise), trading volume of 566,686 lots, and an open interest of 1,375,009 lots with a decrease of 17,218 lots [1] - Spot Price Data: Rebar prices in Shanghai, Hangzhou, and Beijing increased by 20 - 30 yuan/ton, while the price in Guangzhou remained unchanged. Hot-rolled coil plate prices in Shanghai, Hangzhou, Tianjin, and Guangzhou increased by 10 - 40 yuan/ton, and the price of Tangshan billet decreased by 10 yuan/ton [1] - Basis and Spread Data: The basis of RB2510 decreased by 17 yuan/ton, and that of HC2510 decreased by 27 yuan/ton. The spreads of RB2510 - RB2601 and HC2510 - HC2601 increased by 4 yuan/ton and 5 yuan/ton respectively, while HC2601 - RB2601 decreased by 1 yuan/ton, and the spot coil - rebar spread decreased by 11 yuan/ton [1] Macro and Industry News - In late July 2025, the steel inventory of key steel enterprises was 14.78 million tons, a 5.6% decrease from the previous ten - day period, a 19.5% increase from the beginning of the year, a 4.3% decrease from the same ten - day period last month, a 7.9% decrease from the same ten - day period last year, and a 2.0% increase from the same ten - day period the year before last [2] - In July, automobile production and sales were 2.591 million and 2.593 million vehicles respectively, a 7.3% and 10.7% decrease from the previous month, and a 13.3% and 14.7% increase year - on - year. From January to July, automobile production and sales were 18.235 million and 18.269 million vehicles respectively, a 12.7% and 12% increase year - on - year [3] - In late July 2025, key steel enterprises produced 21.8 million tons of crude steel (average daily output of 1.982 million tons, a 7.4% decrease from the previous ten - day period), 20.41 million tons of pig iron (average daily output of 1.856 million tons, a 4.5% decrease from the previous ten - day period), and 23 million tons of steel (average daily output of 2.091 million tons, a 0.5% increase from the previous ten - day period) [3] - According to the weekly data of Steel Union on August 7, rebar production increased by 101,200 tons, hot - rolled coil production decreased by 79,000 tons, and the total production of five major varieties increased by 17,900 tons. The total inventory of rebar increased by 103,900 tons, that of hot - rolled coil increased by 86,800 tons, and the total inventory of five major varieties increased by 234,700 tons. The apparent demand of rebar increased by 73,800 tons, that of hot - rolled coil decreased by 137,900 tons, and the total apparent demand of five major varieties decreased by 62,900 tons [3] Trend Intensity - The trend intensity of rebar and hot - rolled coil plate is 1, indicating a neutral trend [3][4]