格林大华期货早盘提示：钢材-20260129

Group 1: Report Industry Investment Rating - The investment rating for the steel sector in the black building materials industry is "oscillating" [1] Group 2: Core View of the Report - On Wednesday, the prices of rebar and hot-rolled coils declined. With the approaching Spring Festival, downstream steel demand has gradually decreased recently, market speculative sentiment is poor, and winter storage policies have been gradually implemented. Merchants generally lack confidence in winter storage, and it is expected that the winter storage volume this year will be significantly lower than in previous years. The impact of the macro environment on the market is neutral. The short - term trend is expected to be oscillating [1] Group 3: Summary by Relevant Catalog Market Review - On Wednesday, rebar and hot - rolled coils closed down [1] Important Information - The Ministry of Ecology and Environment: During the "14th Five - Year Plan" period, a total of 940 million tons of crude steel production capacity and 170 million kilowatts of coal - fired power units have completed ultra - low emission transformation [1] - The National Energy Administration: As of the end of 2025, the cumulative installed power generation capacity nationwide was 3.89 billion kilowatts, a year - on - year increase of 16.1% [1] - According to the latest production scheduling report of three major white goods released by Industrial Online, the total production scheduling volume of air conditioners, refrigerators, and washing machines in February 2026 was 23.79 million units, a 22.1% decrease compared with the actual production volume of the same period last year [1] Market Logic - Steel prices remained flat on Wednesday. With the approaching Spring Festival, downstream steel demand has gradually decreased, market speculative sentiment is poor, winter storage policies have been gradually implemented, and merchants generally lack confidence in winter storage. It is expected that the winter storage volume this year will be significantly lower than in previous years. The impact of the macro environment on the market is neutral [1] Trading Strategy - The short - term trend is oscillating. The support level for the rebar main contract is 3050, and the resistance level is 3200 [1]