其中，建筑钢材库存总量为464.19万吨，较上周环比增加21.60万吨（+4.88%），包含30个城市，共计 79个仓库。热卷库存总量为204.34万吨，较上周环比增加7.80万吨（+3.97%），包含15个城市，共计47 个仓库。中厚板库存总量66.15万吨较上周环比增加3.10万吨（+4.92%），包含9个城市，共计14个仓 库。冷轧涂镀库存总量为119.49万吨，较上周环比增加1.51万吨（+1.28%），包含5个城市，共计14个 仓库。 新华财经北京8月25日电钢银电商最新数据显示，截至8月25日的一周，全国38个城市，共计135个仓库 的城市钢材总库存量较上周环比增加34.01万吨，至854.17万吨，增幅4.15%。 （文章来源：新华财经） ...

Report Overview - The report is a steel morning report released by the Black Team of the Research Center on August 15, 2025, covering aspects such as spot prices, price and profit, production and inventory, basis and spreads [1] Spot Prices Rebar - Spot prices of rebar in different regions (Beijing, Shanghai, Chengdu, Xi'an, Guangzhou, Wuhan) showed varying degrees of decline from August 8 to August 14, with decreases ranging from 20 to 70 yuan [1] Hot - Rolled Coils - For hot - rolled coils in Tianjin, Shanghai, and Lecong, the price changes were relatively small, with 0 yuan in Tianjin, - 20 yuan in Shanghai, and - 10 yuan in Lecong from August 8 to August 14 [1] Cold - Rolled Coils - Cold - rolled coils in Tianjin, Shanghai, and Lecong also had price fluctuations, with a decrease of 70 yuan in Tianjin, 0 yuan in Shanghai, and - 30 yuan in Lecong from August 8 to August 14 [1]

人民财讯8月6日电，中钢协发布2025年7月下旬重点企业钢材库存旬报，2025年7月下旬，重点统计钢铁 企业钢材库存量1478万吨，环比上一旬减少88万吨，下降5.6%；比年初增加241万吨，增长19.5%；比 上月同旬减少67万吨，下降4.3%；比去年同旬减少127万吨，下降7.9%，比前年同旬增加29万吨，增长 2.0%。 ...

2025 年 7 月 15 日 螺纹钢：板块情绪未减，宽幅震荡 热轧卷板：板块情绪未减，宽幅震荡 金园园（联系人） 期货从业资格号：F03134630 jinyuanyuan2@gtht.com 【基本面跟踪】 螺纹钢、热轧卷板基本面数据 | | | （元/吨） 昨日收盘价 | 涨跌 （元/吨） | 涨跌幅 （%） | | --- | --- | --- | --- | --- | | | RB2510 | 3,138 | 5 | 0.16 | | 期 货 | HC2510 | 3,276 | 3 | 0.09 | | | | 昨日成交 （手） | 昨日持仓 （手） | 持仓变动 （手） | | | RB2510 | 1,164,609 | 2,122,341 | -78,184 | | | HC2510 | 454,659 | 1,580,291 | -19,457 | | | | （元/吨） 昨日价格 | （元/吨） 前日价格 | （元/吨） 涨跌 | | | 上海 | 3210 | 3220 | -10 | | | 杭州 螺纹钢 | 3270 | 3270 | 0 | | | 北京 | 3170 | 3 ...

钢材周度供需数据解读 2025/6/5 研究员: 冉宇蒙 从业资格号 F03144159 投资咨询号 Z0022199 需求季节性转弱,市场情绪偏悲观 需求：螺纹表需229.03万吨（-19.65）,同比-0.91%;热卷表需320.92万吨（-6.01）,同比-2.73%;五大材表需 882.17 万吨（-31.62）,同比-3.46W。 供给: 螺纹产量218.46万吨（-7.05）,同比-3.13%； 热卷产量328.75万吨（+9.2）,同比2.88%;五大材产量880.38万吨（-0.47）,同比-0.05%。 库存:螺纹库存570.48万吨（-10.57）,同比-1.82%;热卷库存340.64万吨（+7.83）,同比2.35%;五大材库存1363.81万吨（-1.79),同比-0.13%。 赌评。本周螺红需求季节性走弱。不过同比降幅投哀潮旺幸已经不明显。电炉目前普遍亏损，高炉利润也转弱，螺纹产量降幅较大，库存保持较大出他度。板材方面卸分格巷机机息产，供给进一步回升，表积则同样进入零节生转 弱阶段，库存低位小幅回升，压力尚可。冷轧和中厚低供需堆持高位。"抢出口"对制造业需求仍有一定支撑。不过从终端 ...

钢材周度供需数据解读 2025/5/30 研究员: 余典 从业资相号 F03122524 投资咨询号 Z0019832 陶存辉 从业资格号 F03099559 投资资询号 Z0020955 张磊 从业资格号 F03106996 投资咨询号 Z0021-118 薛磊 从业资格号 F03100815 投资咨询号 Z0021807 冉宇蒙 从业资格号 F03144159 投资咨询号 Z0022199 需求略有回暖,预期仍偏悲观 需求:螺纹表需248.68万吨（+1.55）,同比-0.49%;热卷表需326.93万吨（+13.87）,同比3.27%;五大材表需 913.79 万吨（+9.23）,同比1.02%。 供给:螺纹产量225.51万吨（-5.97）,同比-2.58%;热卷产量319.55万吨（+13.87）,同比4.54%;五大材产量880.85万吨（+8.41）,同比-0.96%。 库存: 螺纹库存581.05万吨（-23.17）,同比-3.83%; 热卷库存332.81万吨（-7.38）,同比-2.17%;五大材库存1365.6万吨（-32.94）,同比-2.36%。 -2025 - 2024 - 202 ...

【需求】 1-5月五大材表需同比基本持平（-0.8%），而产量也基本持平（-0.9%）。铁元素产量增量更多流向非 五大材和钢坯。1-5月内需同比下降，外需同比增加（钢材直接出口和间接出口），钢材总需求同比略 有增加（日均产量同比增加；表需同比持平）。环比看，表需见顶回落。一方面受关税影响，4月份的 订单开始走弱；其次也面临季节性淡季。从分品种看，冷系钢材开始累库。本期五大材表需-9万吨至 914万吨。 【现货】 现货跟随期货上涨，螺纹平水，热卷期货贴水。华东螺纹实际成交价+30至2960元每吨。10月合约期货 升水现货14元。华东热卷+30至3220元每吨，主力合约贴水现货123元每吨。热卷基差走强。 【供应】 铁元素产量持续三周回落，成品材产量修复。本周日均铁水-1.69万吨至242万吨；废钢日耗-1.5至53万 吨。本期五大材产量+8.4万吨至881万吨；螺纹钢产量-6万吨至225万吨；热卷产量+13.9万吨至320万 吨。而表外材产量环比下降。高频产量数据：1-5月铁元素产量累计同比增长1500万吨，日均增长近10 万吨。分品种材看，螺纹和热卷利润偏低，其他利润较好的钢材分流铁水压力，螺纹和热卷产量持续 ...

Report Industry Investment Rating - For the steel product industry, it is recommended to be treated with a bias towards short positions in a volatile market [1] - For the raw material industry, it is recommended to try short positions on rebounds [1] Core Viewpoints - The steel product market is currently affected by high supply and weak demand, with prices continuously bottoming out. As it enters the seasonal demand off - season, it is difficult for demand to improve substantially in the short term [1] Summary by Related Content Steel Product - As of May 29, 2025, 7 Shandong steel mills have adjusted their annual crude steel production to 55.63 million tons, a decrease of about 3.5 million tons compared to the same period last year [1] - This week, the supply of Mysteel's five major steel products was 8.8085 million tons, a week - on - week increase of 84,100 tons, an increase of 1% [1] - The total inventory of the five major steel products was 13.656 million tons, a week - on - week decrease of 329,400 tons. Among them, the social inventory was 9.3254 million tons, a week - on - week decrease of 280,200 tons; the steel mill inventory was 4.3306 million tons, a week - on - week decrease of 49,200 tons [1] - After continuous decline, the steel product price rebounded slightly yesterday. The weekly inventory continued to decline, and the apparent demand increased slightly [1] Raw Material - The raw material market is recommended to try short positions on rebounds [1]