报告行业投资评级 - The investment rating for the steel industry is that the steel price is expected to move in a consolidation range [3] 报告的核心观点 - The steel industry is in a downward trend in demand with huge cost pressure, and should focus on high - end, green, intelligent and integrated development [2] - As of November 30, 17 cities have introduced 19 property market relaxation policies, and the real estate industry is accelerating towards the "what you see is what you get" era [2] - The steel price oscillated and rebounded yesterday, with the main contract shifting to the 05 contract. The steel price may move in the current range due to weak demand and some macro - expectations at the end of the year [2] 根据相关目录分别进行总结 - The steel industry should focus on high - end, green, intelligent and integrated development, build a new paradigm of "digital steel", empower industrial chain collaboration, and achieve green and low - carbon transformation [2] - As of November 30, 17 cities introduced 19 property market relaxation policies, and many places implemented full - completed - housing sales [2] - The steel price oscillated and rebounded yesterday, the main contract shifted to 05, the fundamental contradiction is not significant, the market has certain macro - expectations at the end of the year, and the raw material rebound supports the steel price, but the weak demand remains unchanged [2] - The steel price is expected to move in a consolidation range, and later attention should be paid to macro - policies and downstream demand [3]

Morning session notice 早盘提示 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2025 年 12 月 2 日星期二 研究员：纪晓云 从业资格：F3066027 交易咨询资格：Z0011402 联系方式：010-56711796 | 板块 | 品种 | 多（空） | 推荐理由 【行情复盘】 | | --- | --- | --- | --- | | | | | 昨日焦煤主力合约 Jm2601 收于 1093.0，环比日盘开盘上涨 2.44%；焦炭主力合约 J2601 收于 1619.5，环比日盘开盘上涨 2.86%。昨日夜盘，Jm2601 收于 1095.5，环比日盘收 | | | | | 盘上涨 0.23%；J2601 合约收于 1617.5，环比日盘收盘下跌 0.12%。 | | | | | 【重要资讯】 | | | | | 1、中国钢铁工业协会党委副书记、副会长兼秘书长姜维表示，钢铁需求总量已进入下 | | | | | 行期，成本压力空前巨大。中国钢铁以及河北钢铁要聚焦高端化、绿色化、智能化和融 | | | | | 合化发展；要努力打 ...