国投期货钢市周周速

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Views of the Report - This week, the apparent demand for rebar has recovered, production has slightly declined, and the inventory accumulation rhythm has slowed down. The demand for hot-rolled coils has improved, production has slightly increased, inventory has continued to decline, but the pressure still needs to be alleviated. Attention should be paid to the marginal changes in off-season demand [1] Group 3: Summary by Related Catalogs - Production Volume: The total production volume of the five major varieties is 819.21 tons, with a week-on-week increase of 0.62 tons. Among them, the production volume of rebar is 190.3 tons, a decrease of 0.74 tons; wire rod is 73.49 tons, an increase of 0.58 tons; hot-rolled coils are 308.36 tons, an increase of 2.85 tons; cold-rolled coils are 88.67 tons, a decrease of 0.17 tons; medium plates are 158.39 tons, a decrease of 1.90 tons [1] - Inventory: The total inventory of the five major varieties (factory inventory + social inventory) is 1247.01 tons, with a week-on-week decrease of 6.91 tons. The factory inventory is 380.68 tons, a decrease of 8.07 tons; the social inventory is 866.33 tons, an increase of 1247.01 tons. For different varieties, the inventory changes vary [1] - Apparent Consumption: The total apparent consumption of the five major varieties is 826.12 tons, with a week-on-week increase of 1.16 tons. The apparent consumption of rebar is 190.34 tons, an increase of 15.38 tons; wire rod is 71.54 tons, an increase of 5.28 tons; hot-rolled coils are 314.16 tons, an increase of 5.82 tons; cold-rolled coils are 91.93 tons, an increase of 3.08 tons; medium plates are 158.15 tons, a decrease of 0.26 tons [1]