格林大华期货早盘提示：钢材-20260128

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - Tuesday saw a decline in the closing prices of rebar and hot-rolled coils, and they also closed lower during the night session. The steel price remained flat on Tuesday, with low winter storage willingness, and the estimated winter storage volume is lower than in previous years. Although there has been no large-scale production reduction yet, it is expected that the supply side will contract later. The short-term trend of steel is expected to be volatile [1] Group 3: Summary by Relevant Catalogs Steel Market Conditions - Tuesday saw a decline in the closing prices of rebar and hot-rolled coils, and they also closed lower during the night session [1] Important Information - From January 19th to January 25th, the total transaction (signing) area of newly built commercial housing in 10 key cities was 1.1704 million square meters, a 3% decrease from the previous week and a 33.8% decrease year-on-year [1] - In 2025, the total profit of industrial enterprises above the national scale reached 7.3982 trillion yuan, a 0.6% increase from the previous year [1] - In 2025, the total profit of the ferrous metal smelting and rolling processing industry reached 109.83 billion yuan, a 299.2% year-on-year increase [1] - In 2025, the overall scale of the ice-washing market reached 248.96 billion yuan, at a high level in the past decade. Among them, the retail sales of the refrigerator industry in 2025 reached 127.1 billion yuan, a year-on-year decrease of 11.5%; the retail sales of the washing machine industry reached 96.3 billion yuan, a year-on-year decrease of 4.6% [1] Market Logic - The steel price remained flat on Tuesday, with low winter storage willingness, and the estimated winter storage volume is lower than in previous years. Although there has been no large-scale production reduction yet, it is expected that the supply side will contract later [1] Trading Strategy - The short-term trend of steel is expected to be volatile. The support level for the rebar main contract is 3050, and the pressure level is 3200 [1]