宝城期货螺纹钢早报-20250814

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - The short - term, medium - term, and intraday outlooks for rebar 2510 are oscillatory, oscillatory, and oscillatory with a downward bias respectively. It is advisable to monitor the pressure at the MA20 line. The real - world contradictions are accumulating, and steel prices will continue to oscillate [2] - Under the situation of both supply and demand increasing, the fundamentals of rebar are weak. Coupled with the weakening market sentiment, steel prices are under downward pressure. However, the cost has risen significantly, and the real - world contradictions are not significant under low inventory, so the downward space is limited. The subsequent trend will continue to oscillate, and attention should be paid to the production and sales data released by Steel Union today [3] Group 3: Summary by Related Catalogs Variety Viewpoint Reference - The short - term, medium - term, and intraday trends of rebar 2510 are oscillatory, oscillatory, and oscillatory with a downward bias respectively. The core logic is the accumulation of real - world contradictions and the continuation of steel price oscillation. It is recommended to focus on the pressure at the MA20 line [2] Market Driving Logic - The exchange has issued risk warnings, the market sentiment has cooled, and steel prices have weakened again. The fundamentals of rebar are operating weakly. Construction steel mills are actively resuming production, the supply of rebar is increasing, and the profit per ton of the variety is good, so the production enthusiasm remains, increasing the pressure. Meanwhile, the demand for rebar has improved, and high - frequency indicators have increased month - on - month, but the downstream industries have not improved, and the demand improvement space is limited. Overall, the subsequent trend will continue to oscillate [3]