Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - After the holiday, rebar and hot-rolled coils opened high and closed low, and closed down at night. Before the holiday, the supply and demand of the five major steel products both decreased, and the inventory continued to decline, showing a situation of weak supply and demand. The macro - situation has a neutral impact on the market before and after the holiday. It is expected that the prices of rebar and hot - rolled coils will remain volatile before the winter storage starts. The rebar main contract has a resistance level of 3200 and a support level of 3030. Later, the market may enter the winter storage period with increased demand, and the market may rebound in advance, but the rebound space depends on the intensity of winter storage, which is estimated to be small. When winter storage is approaching the end and the Spring Festival is approaching, the market will enter a stage of "high - price but no trading", with both supply and demand shrinking, and the market will become a pure capital - driven market. It is expected that rebar and hot - rolled coils may first fluctuate and then rebound, and investors can try to lay out long positions with stop - losses set, while being cautious about the upside space [1] Group 3: Summary by Relevant Catalogs 1. Market Review - On the first trading day after the holiday, rebar and hot - rolled coils opened high and closed low, and closed down at night [1] 2. Important Information - On January 5th, the State Council Information Office held a press conference where the person - in - charge of the Comprehensive Planning Department of the Ministry of Transport stated to vigorously implement the renewal and digital - intelligent transformation of water transport infrastructure - On January 5th, the Ministry of Finance and the Ministry of Transport issued a notice on organizing a pilot project of "government procurement to support the green and low - carbon development of highways" - Nine departments including the Ministry of Commerce promoted the green consumption of automobiles and supported consumers to purchase new - energy vehicles - In 2025, there were frequent mergers and acquisitions in the steel industry, and many enterprises optimized their layouts through equity acquisitions and asset swaps, accelerating regional integration, including the restructuring of the parent company of Sansteel Group and the expansion of Youfa Steel Pipe Group's territory [1] 3. Market Logic - Before the holiday, the supply and demand of the five major steel products both decreased, and the inventory continued to decline, showing a situation of weak supply and demand. The macro - situation has a neutral impact on the market before and after the holiday. It is expected that the prices of rebar and hot - rolled coils will remain volatile before the winter storage starts. Later, when the market enters the winter storage period, the demand will increase, and the market may rebound in advance, but the rebound space depends on the intensity of winter storage. When winter storage is approaching the end and the Spring Festival is approaching, the market will enter a stage of "high - price but no trading", with both supply and demand shrinking, and the market will become a pure capital - driven market [1] 4. Trading Strategy - It is expected that rebar and hot - rolled coils may first fluctuate and then rebound. Investors can try to lay out long positions, set stop - losses, and be cautious about the upside space [1]
格林期货早盘提示：钢材-20260106
Ge Lin Qi Huo·2026-01-06 05:10