Group 1: Investment Rating - No investment rating information provided Group 2: Core Views - The report believes that the fundamentals of rebar have not improved, and steel prices are expected to continue a weak and volatile trend [2][3] Group 3: Summary by Directory Variety View Reference - For rebar 2605, the short - term, medium - term, and intraday views are "volatile", "volatile", and "weakly volatile" respectively, with an overall view of "weakly volatile". The core logic is that the fundamentals have not improved [2] Market Driving Logic - The supply and demand of rebar are both weakening. Rebar production has dropped significantly to a new low this year, providing some support for steel prices, but the sustainability of production cuts needs to be monitored. Demand is also weakening seasonally, and the fundamentals have not improved substantially. The relatively positive factor is the low valuation [3]
宝城期货螺纹钢早报-20251209
Bao Cheng Qi Huo·2025-12-09 01:27