钢材产业期现日报 投资咨询业务资格: 证监许可 【2011】292号 2025年10月10日 周敏波 Z0010559 | 前值 | 涨跌 | 基差 | | --- | --- | --- | | 3230 | 10 | 144 | | 3200 | 10 | 114 | | 3310 | 10 | 224 | 钢材观点 | 螺纹钢05合约 螺纹钢10合约 | 3159 3020 | 3128 2989 | 31 31 | 81 220 | | | --- | --- | --- | --- | --- | --- | | 螺纹钢01合约 | 3096 | 3072 | 24 | 144 | 元/吨 | | 热卷现货(华东) | 3350 | 3330 | 20 | 64 | | | 热卷现货(华北) | 3290 | 3280 | 10 | ব | | | 热卷现货(华南) | 3320 | 3310 | 10 | -50 | | | 热券05合约 | 3293 | 3259 | 34 | 64 | | | 热卷10合约 | 3370 | 3384 | -14 | -20 | | 热卷01合约 成本和利润 ...

Core Viewpoint - The cement industry in China is currently experiencing a seasonal downturn in demand due to high temperatures and rainy weather, leading to decreased operational load of cement mills and a high clinker kiln shutdown rate [1] Industry Summary - In August, the average price of cement was 271.67 yuan per ton, reflecting a month-on-month decline [1] - The demand for cement remains weak, and the industry is facing an oversupply issue despite a decrease in clinker inventory [1] - A seasonal recovery in demand is expected from September to November, which, combined with accelerated capacity reduction efforts, may help balance supply and demand, potentially driving up cement prices [1]