钢材市场行情

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建信期货钢材日评-20250930
Jian Xin Qi Huo· 2025-09-30 03:08
021-60635736 zhaihepan@ccb.ccbfutures.com 期货从业资格号:F3033782 投资咨询证书号:Z0014484 021-60635735 niejiayi@ccb.ccbfutures.com 期货从业资格号:F03124070 021-60635727 fengzeren@ccb.ccbfutures.com 期货从业资格号:F03134307 报告类型 钢材日评 日期 2025 年 9 月 30 日 黑色金属研究团队 研究员:翟贺攀 研究员:聂嘉怡 研究员:冯泽仁 请阅读正文后的声明 #summary# 每日报告 表1:9月29日钢材期货主力合约价格、成交及持仓情况(单位:元/吨、%、手、亿元) 合约 代码 前收 盘价 开盘价 最高价 最低价 收盘价 涨跌幅 成交量 持仓量 持仓量 变化 资金流 入流出 RB2601 3114 3115 3117 3097 3097 -1.34% 1,145,688 1,926,639 -49,906 -1.32 HC2601 3313 3313 3320 3288 3289 -1.23% 517,716 1,384,470 -6, ...
钢材9月报:原料拖累成本,钢价区间震荡-20250829
Yin He Qi Huo· 2025-08-29 06:52
Group 1: Report Information - Report title: "Steel 9 Monthly Report" [6][15][25] - Report date: August 29, 2025 [6][15][25] Group 2: Core Viewpoint - The cost is dragged down by raw materials, and steel prices fluctuate within a range [1] Group 3: Fundamental Situation Price and Basis - Figures show the seasonal charts of Shanghai 20mm rebar spot price, Shanghai 4.75mm hot-rolled coil spot price, rebar 10 contract basis in Shanghai, and hot-rolled coil 10 contract basis in Shanghai [8][11] Contract Spreads - Figures present the 10 - 01 contract spreads of rebar and hot-rolled coil, and the spread between the main contracts of hot-rolled coil and rebar [15][19] Profits - Figures display the 10 contract rebar and hot-rolled coil disk profits [22] Production - Figures show the monthly pig iron and crude steel production by the National Bureau of Statistics, the daily average hot metal output of 247 steel mills, and the capacity utilization rate of 89 independent electric arc furnaces [26][31] Imports - Figures present the import quantities of steel and billet [32] Ratios - Figures show the scrap addition ratio and the proportion of five major steel products to hot metal [36] Demand and Inventory - Figures display the weekly apparent demand and total inventory of five major varieties, rebar, hot-rolled coil, and the billet inventory in Tangshan area [41][43][49][56] Global Production and Exports - Figures show the global (excluding China) blast furnace pig iron production, the monthly export volumes of steel and billet, and the export profits of Indian and Japanese hot-rolled coils [56][58][62] Group 4: Market Outlook for September Profits - Figures show the cash profits of East China electric arc furnaces (flat electricity) and North China rebar long-process [66] Production - Figures present the weekly production of rebar and hot-rolled coil [69] Financial Data - Figures show the new social financing scale, new RMB loans, and the cumulative year-on-year growth rate of fixed asset investment [73][79] Real Estate Data - Figures display various real estate data such as the monthly year-on-year growth rates of commercial housing sales area, new housing construction area, housing completion area, and real estate development funds [81][89] Construction and Infrastructure Data - Figures show the national and East China building materials transactions, local government special bond issuance, infrastructure loan demand index, and infrastructure investment data [93][102][99] Industrial Data - Figures present various industrial data such as PMI, industrial enterprise profits, industrial added value, and production and inventory data of industrial products [111][113][115] Manufacturing Product Data - Figures show the production data of automobiles, civilian steel ships, excavators, metal containers, refrigerators, and air conditioners [122][130][132]