格林期货早盘提示：钢材-20251231

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints of the Report - The steel market is expected to show a volatile trend due to the current weak supply - demand situation in the steel industry and the macro - policy vacuum period [1] - It is recommended to hold a light position or be out of the market approaching the holiday [1] Group 3: Summary by Related Catalogs Market Review - On Tuesday, rebar and hot - rolled coils closed down, and also closed down during the night session [1] Important Information - From December 22nd to December 28th, the total transaction (signing) area of newly - built commercial housing in 10 key cities was 2.9366 million square meters, with a month - on - month increase of 31.6% and a year - on - year decrease of 27.7% [1] - In 2025, over 130 steel projects started or were put into production [1] - In 2026, the national subsidy plan was officially released, with the first batch of 62.5 billion yuan in funds to support consumer goods trade - ins. The scope of subsidy objects has changed [1] - On December 30th, the average cost of 76 independent electric arc furnace construction steel mills was 3,329 yuan/ton, with a daily increase of 1 yuan/ton. The average profit was a loss of 12 yuan/ton, and the valley - electricity profit was 99 yuan/ton [1] Market Logic - On Tuesday, the spot price of rebar fluctuated, and the trading volume was average. The pressure level of the rebar main contract is 3,200, and the support level is 3,030 [1] Trading Strategy - Approach the holiday, it is recommended to hold a light position or be out of the market [1]