钢材9月报：原料拖累成本，钢价区间震荡-20250829

Group 1: Report Information - Report title: "Steel 9 Monthly Report" [6][15][25] - Report date: August 29, 2025 [6][15][25] Group 2: Core Viewpoint - The cost is dragged down by raw materials, and steel prices fluctuate within a range [1] Group 3: Fundamental Situation Price and Basis - Figures show the seasonal charts of Shanghai 20mm rebar spot price, Shanghai 4.75mm hot-rolled coil spot price, rebar 10 contract basis in Shanghai, and hot-rolled coil 10 contract basis in Shanghai [8][11] Contract Spreads - Figures present the 10 - 01 contract spreads of rebar and hot-rolled coil, and the spread between the main contracts of hot-rolled coil and rebar [15][19] Profits - Figures display the 10 contract rebar and hot-rolled coil disk profits [22] Production - Figures show the monthly pig iron and crude steel production by the National Bureau of Statistics, the daily average hot metal output of 247 steel mills, and the capacity utilization rate of 89 independent electric arc furnaces [26][31] Imports - Figures present the import quantities of steel and billet [32] Ratios - Figures show the scrap addition ratio and the proportion of five major steel products to hot metal [36] Demand and Inventory - Figures display the weekly apparent demand and total inventory of five major varieties, rebar, hot-rolled coil, and the billet inventory in Tangshan area [41][43][49][56] Global Production and Exports - Figures show the global (excluding China) blast furnace pig iron production, the monthly export volumes of steel and billet, and the export profits of Indian and Japanese hot-rolled coils [56][58][62] Group 4: Market Outlook for September Profits - Figures show the cash profits of East China electric arc furnaces (flat electricity) and North China rebar long-process [66] Production - Figures present the weekly production of rebar and hot-rolled coil [69] Financial Data - Figures show the new social financing scale, new RMB loans, and the cumulative year-on-year growth rate of fixed asset investment [73][79] Real Estate Data - Figures display various real estate data such as the monthly year-on-year growth rates of commercial housing sales area, new housing construction area, housing completion area, and real estate development funds [81][89] Construction and Infrastructure Data - Figures show the national and East China building materials transactions, local government special bond issuance, infrastructure loan demand index, and infrastructure investment data [93][102][99] Industrial Data - Figures present various industrial data such as PMI, industrial enterprise profits, industrial added value, and production and inventory data of industrial products [111][113][115] Manufacturing Product Data - Figures show the production data of automobiles, civilian steel ships, excavators, metal containers, refrigerators, and air conditioners [122][130][132]