废钢早报 研究中心黑色团队 2025/10/16 日期 华东 华北 中部 华南 东北 西南 2025/10/09 2249 2317 2070 2253 2278 2152 2025/10/10 2251 2323 2074 2258 2277 2156 2025/10/13 2245 2321 2071 2250 2272 2146 2025/10/14 2242 2315 2059 2240 2270 2137 2025/10/15 2238 2307 2057 2235 2266 2135 环比 -4 -8 -2 -5 -4 -2 免责声明: 以上内容所依据的信息均来源于交易所、媒体及资讯公司等发布的公开资料或通过合法授权渠道向发布人取得的资讯，我们力求分析及建议内 容的客观、公正，研究方法专业审慎，分析结论合理，但我司对信息来源的准确性和完整性不作任何保证，也不保证所依据的信息和建议不会 发生任何变化。我们提供的全部分析及建议内容仅供参考，不构成对您的任何投资建议及入市依据，您应当自主做出期货交易决策，独立承担 期货交易后果，凡据此入市者，我司不承担任何责任。我司在为您提供服务时已最大程度避免与您产生 ...

Group 1 - Domestic scrap steel prices generally increased last week, with some regions experiencing weak demand leading to price declines [1] - Heavy scrap steel prices increased by 5 CNY/ton, medium scrap steel by 11 CNY/ton, and mixed scrap steel by 10 CNY/ton compared to the previous week [1] - The market for iron ore and coke remains strong, slightly narrowing the cost gap between scrap steel and molten iron, but scrap steel still lacks cost-effectiveness [1] Group 2 - In Central China, scrap steel prices rose broadly due to reduced market resources, prompting some steel companies to raise procurement prices [2] - Heavy scrap steel prices in Central China include: Ansteel at 2500 CNY/ton, Wugang at 2640 CNY/ton (up 50 CNY/ton), and Lian Steel at 1989 CNY/ton (up 40 CNY/ton) [2] - In Southern China, scrap steel prices are stable with slight increases, but independent electric arc furnace steel companies face significant cost pressures [2] Group 3 - In Northeast China, scrap steel prices showed mixed trends, with companies maintaining low inventory levels and purchasing scrap steel as needed [3] - Heavy scrap steel prices in Northeast China include: Jianlong Xigang at 2276 CNY/ton (up 40 CNY/ton), Ansteel at 2452 CNY/ton, and Fushun Special Steel at 2430 CNY/ton (down 30 CNY/ton) [3] - In North China, the scrap steel market is experiencing weak fluctuations, with suppliers showing low enthusiasm and steel companies' arrivals and consumption remaining balanced [3]

Core Viewpoint - Domestic scrap steel prices are fluctuating, with a tightening market and cautious procurement by steel enterprises, leading to a short-term stable and volatile outlook for the scrap steel market [1][2][3]. Group 1: Price Adjustments - Heavy scrap steel prices increased by 5 CNY/ton across major steel enterprises compared to the previous week [1]. - In the Central China region, heavy scrap steel prices are showing a slight upward trend, with prices reaching 2500 CNY/ton at Ansteel and 2590 CNY/ton at Wugang, an increase of 20 CNY/ton [2]. - In the North China region, heavy scrap steel prices have rebounded slightly, with prices at 2520 CNY/ton at Shougang Qian'an, an increase of 20 CNY/ton [3]. Group 2: Market Conditions - The overall market for scrap steel is tight, influenced by high temperatures and rainy weather affecting collection, processing, and transportation, leading to reduced output and tightening social inventory [1]. - In the South China region, scrap steel consumption has significantly decreased due to production cuts in long-process steel enterprises and increased shutdowns in electric arc furnace steel enterprises [2]. - The Northwest region's scrap steel prices are stable, with weak market transactions and average delivery conditions expected to lead to a consolidation phase [3]. Group 3: Regional Insights - In East China, scrap steel prices remain stable, with low consumption from steel enterprises and average transaction conditions [1]. - The Southwest region shows mixed price trends, with some increases and decreases based on individual processing site conditions [2]. - The Northeast region's scrap steel prices are stable, with cautious market sentiment and average procurement enthusiasm from steel enterprises [3].

废钢早报 免责声明: 以上内容所依据的信息均来源于交易所、媒体及资讯公司等发布的公开资料或通过合法授权渠道向发布人取得的资讯，我们力求分析及建议内 容的客观、公正，研究方法专业审慎，分析结论合理，但我司对信息来源的准确性和完整性不作任何保证，也不保证所依据的信息和建议不会 发生任何变化。我们提供的全部分析及建议内容仅供参考，不构成对您的任何投资建议及入市依据，您应当自主做出期货交易决策，独立承担 期货交易后果，凡据此入市者，我司不承担任何责任。我司在为您提供服务时已最大程度避免与您产生利益冲突。未经我司授权，不得随意转 载、复制、传播本网站中所有研究分析报告、行情分析视频等全部或部分材料、内容。对可能因互联网软硬件设备故障或失灵、或因不可抗力 造成的全部或部分信息中断、延迟、遗漏、误导或造成资料传输或储存上的错误、或遭第三人侵入系统篡改或伪造变造资料等，我司均不承担 任何责任。 研究中心黑色团队 2025/06/27 | 日期 | 华东 | 华北 | 中部 | 华南 | 东北 | 西南 | | --- | --- | --- | --- | --- | --- | --- | | 2025/06/20 | 2 ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - Not provided in the given content 3. Summary by Relevant Content 3.1 Regional Scrap Steel Prices - Scrap steel prices in East China, Central China, Northeast China, South China, and Southwest China from May 29 to June 5, 2025, are presented, with some prices showing fluctuations [1][6] 3.2 Specific Steel Company Scrap Steel Prices - The含税 price of Shagang's heavy - three scrap steel from 2022 to 2025 is shown, and the price has generally decreased over the years [2] - The不含税 price of Zhenjiang Hongtai's shear scrap is mentioned, but no specific price data is provided [3] 3.3 Scrap Steel Consumption and Arrival - The daily consumption of short - process and long - process scrap steel from 2022 to 2025 is presented [5] - The scrap steel arrivals of 147 steel mills and in Zhangjiagang from 2022 to 2025 are shown [5] 3.4 Scrap Steel Inventory - The social inventory of scrap steel from 2019 to 2025 is presented [5] - The scrap steel inventory of steel mills from 2022 to 2025 is shown [8] 3.5 Other Indicators - The screw - scrap price difference in East China and the profit of electric - furnace threaded steel in Jiangsu from 2022 to 2025 are presented [5]

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - No information provided 3. Summary by Related Content Price Information - The report shows the daily prices of scrap steel in different regions from May 27, 2025, to June 3, 2025, including East China, Central China, Northeast China, South China, and Southwest China. There were price changes in each region, with the largest decrease of 9 in South China and the smallest decrease of 1 in Northeast China on a month - on - month basis [1] - It also presents the historical prices of Shagang Heavy Three (tax - included) and Zhenjiang Hongtai Sheared Scrap (tax - excluded) from 2022 to 2025 [1] Inventory and Consumption Data - Data on steel mill scrap steel inventory, short - process daily consumption, long - process daily consumption, scrap steel social inventory, and scrap steel arrival in Zhangjiagang and 147 steel mills are provided from 2019 to 2025, showing the trends over different months of each year [4][5][6][9] Profit - related Data - Information on the East China screw - scrap price difference and Jiangsu electric furnace rebar profit from 2022 to 2025 is presented, showing the trends over different months of each year [7]

近两周，国内废钢价格先扬后抑，商家操作较为谨慎，基地库存保持低位，钢企到货及消耗量都有不同 程度的下降。重点钢企废钢平均采购价格与前一期相比，重型废钢价格下调4元/吨，中型废钢价格下调 13元/吨，统料废钢价格下调8元/吨。 "五一"假期期间，建筑钢材交易略显冷清，下游需求仍较疲软，废钢市场同样表现平淡，社会有效流通 资源依然偏紧，使得部分钢企到货量不及消耗量，库存下降明显，对废钢价格形成支撑。但受市场行情 影响，钢企调价十分谨慎，叠加使用废钢冶炼较铁水仍无明显的性价比优势，废钢涨价动力不足，钢企 多采取稳价观望、低库存运行的策略应对市场的变化。综合来看，预计短期国内废钢市场稳中盘整运 行。 华南地区废钢价格涨跌互现，电弧炉钢企亏损，钢企减产意愿增强，废钢需求减少。三钢闽光 （002110）重型废钢采购价为2430元/吨，上调30元/吨；韶钢重型二类废钢不含税到厂价为2310元/吨， 下调40元/吨；鞍钢联众一级碳钢废钢(剪切料)采购价为2490元/吨。 西南地区废钢市场持稳运行，市场资源紧缺，钢企到货情况一般，部分钢企开始减产。重钢重型废钢不 含税价为2150元/吨；昆钢压块废钢采购价为2350元/吨。 西 ...