国投期货：钢市周周递

Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - The apparent consumption and production of rebar continue to decline, and inventory keeps accumulating. The demand for hot-rolled coils has significantly recovered, production has increased accordingly, and inventory has slightly decreased. As the off - season switches to the peak season, attention should be paid to the marginal changes in demand [1] Group 3: Summary by Relevant Catalog Steel Market Weekly Data - Rebar: Factory inventory is 211.93 million tons, a week - on - week decrease of 6.75 million tons; social inventory is 166.63 million tons, a week - on - week decrease of 4.71 million tons; weekly consumption is 487.23 million tons, a week - on - week increase of 18.57 million tons; weekly production is 653.86 million tons, a week - on - week decrease of 4 million tons [1] - Wire Rod: Factory inventory is 84.9 million tons, a week - on - week decrease of 0.49 million tons; social inventory is 48.07 million tons, a week - on - week decrease of 0.38 million tons; weekly consumption is 72.31 million tons, a week - on - week increase of 0.98 million tons; weekly production is 120.38 million tons, a week - on - week increase of 0.6 million tons; total inventory is 84.3 million tons, a week - on - week increase of 1.53 million tons [1] - Hot - Rolled Coil: Factory inventory is 325.14 million tons, a week - on - week increase of 10.9 million tons; social inventory is 80.88 million tons, a week - on - week increase of 0.9 million tons; weekly consumption is 292.44 million tons, a week - on - week decrease of 1.92 million tons; weekly production is 373.32 million tons, a week - on - week decrease of 1.02 million tons; total inventory is 326.16 million tons, a week - on - week increase of 20.8 million tons [1] - Cold - Rolled Coil: Factory inventory is 139.23 million tons, a week - on - week decrease of 1.24 million tons; social inventory is 39.14 million tons, a week - on - week decrease of 0.41 million tons; weekly consumption is 86.16 million tons, a week - on - week increase of 84.6 million tons; weekly production is 178.37 million tons, a week - on - week decrease of 1.56 million tons; total inventory is 4.17 million tons, a week - on - week decrease of 1.15 million tons [1] - Medium Plate: Factory inventory is 150.67 million tons, a week - on - week decrease of 5.83 million tons; social inventory is 84.8 million tons, a week - on - week increase of 1.1 million tons; weekly consumption is 103.88 million tons, a week - on - week increase of 0.93 million tons; weekly production is 188.68 million tons, a week - on - week increase of 2.03 million tons; total inventory is 148.64 million tons, a week - on - week decrease of 7 million tons [1] - Total of Five Varieties: Factory inventory is 857.24 million tons, a week - on - week decrease of 3.41 million tons; social inventory is 419.52 million tons, a week - on - week decrease of 3.5 million tons; weekly consumption is 1095.09 million tons, a week - on - week increase of 17.41 million tons; weekly production is 1514.61 million tons, a week - on - week increase of 13.91 million tons; total inventory is 843.33 million tons, a week - on - week increase of 15.5 million tons [1]