格林大华期货早盘提示：钢材-20260210

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core View - On Monday, rebar and hot-rolled coils closed down, and also closed down during the night session. Steel spot prices declined in some areas and remained stable in most regions. As the Spring Festival approaches, winter storage in each region has basically ended, merchants are gradually on holiday, and the spot trading volume of construction steel has dropped to a freezing point. The market is mostly waiting for the recovery of post-festival demand. This year's winter storage intensity is weak, with a winter storage price of 3050 - 3150 yuan in the post-settlement mode [1]. 3. Summary by Relevant Catalog 3.1行情复盘 (Market Review) - On Monday, rebar and hot-rolled coils closed down, and also closed down during the night session [1]. 3.2重要资讯 (Important Information) - From February 2nd to February 8th, 2026, global shipyards received a total of 65 + 2 new ship orders. Chinese shipyards received 58 new ship orders, and South Korean shipyards received 7 + 2 new ship orders [1]. - On February 6th, 2026, the Brazilian Ministry of Development, Industry, Trade and Services' Foreign Trade Secretariat issued Announcement No. 6 of 2026, making a positive preliminary anti-dumping ruling on wire rods originating from China and Russia. It recommended continuing the investigation, not implementing temporary anti-dumping measures, and extending the deadline for making a final ruling to within 18 months from the date of filing the case. The products involved are under the Mercosur tariff numbers 72139110, 72139190, 72139910, 72139990, 72279000, 72132000, and 72272000 [1]. 3.3市场逻辑 (Market Logic) - Steel spot prices declined in some areas and remained stable in most regions. As the Spring Festival approaches, winter storage in each region has basically ended, merchants are gradually on holiday, and the spot trading volume of construction steel has dropped to a freezing point. The market is mostly waiting for the recovery of post-festival demand. This year's winter storage intensity is weak, with a winter storage price of 3050 - 3150 yuan in the post-settlement mode [1]. 3.4交易策略 (Trading Strategy) - Pay attention to whether the support line of 3050 for rebar can be effectively broken. As the holiday approaches, it is recommended to hold a light position or be out of the market [1].