宝城期货螺纹钢早报-20250826

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core Views of the Report - The short - term, medium - term, and intraday views of rebar 2510 are oscillation, oscillation, and weak oscillation respectively. It is recommended to pay attention to the support at the MA60 line, with the core logic being the weak supply - demand pattern and the oscillatory operation of steel prices [2]. - The supply - demand pattern of rebar is weakly stable. Although the supply has shrunk, the profit per ton of the variety is acceptable, so the reduction space is limited. Demand continues the seasonal weakness, and the downstream shows no improvement. Market sentiment has improved, and raw material price increases provide cost support. However, the weak fundamentals during the off - season limit the upward drive, and steel prices are expected to continue to oscillate, with attention on demand performance [3]. Group 3: Summary by Related Contents Time Cycle and View - For rebar 2510, the short - term view is oscillation, the medium - term view is oscillation, and the intraday view is weak oscillation. The view reference is to focus on the support at the MA60 line, and the core logic is the weak supply - demand pattern and the oscillatory operation of steel prices [2]. Market Logic - The supply - demand pattern of rebar is weakly stable. Supply has shrunk but the profit per ton restricts further reduction. Demand is seasonally weak, and the downstream situation is not improving. Market sentiment has improved, and raw material price increases support costs. However, the weak off - season fundamentals result in limited upward drive, and steel prices are expected to oscillate, with demand performance being a key factor [3].