衡飞池 从业资格号：F03122956 投资咨询号：Z0022861 中航期货 2026-03-27 目录 01 报告摘要 02 多空焦点 03 数据分析 钢材铁矿周度报告 04 后市研判 报告摘要 PART 01 市场焦点 1. 西南地区钢材物流市场出现区域性运费调整，四川、重庆部分钢厂直发及库房自提运费小幅上调，涨幅在4%-11%之间，而云 南、贵州地区整体平稳。 2. 澳大利亚矿石开采商Fenix警告称，由于伊朗战争导致柴油供应受限，澳大利亚采矿业的运营开始受到影响，迫使这家铁矿 石开采商缩减部分业务活动。根据Fenix公司提交的文件，该公司正采取措施减少其在西澳大利亚的采矿和运输业务中的非 必要活动。 3. 皮尔巴拉港务局周四表示，受热带气旋纳雷尔的影响，阿什伯顿港、普雷斯顿西角港、丹皮尔港和瓦拉努斯岛港已关闭。 Navigate Commodities公司的总经理阿提拉·威德内尔表示，热带气旋"纳雷尔"没有对西澳大利亚的重要港口基础设施造 成破坏。威德内尔补充道，对于铁矿石运输商而言，船用燃料供应及补给方案仍然是一个主要的担忧因素。因为伊朗战争的 局势持续恶化，导致能源供应中断，加剧了燃料配给力度， ...

Stocks fell sharply, and oil prices rose as doubt took over again from hope on Wall Street about a possible end to the war with Iran.The Dow Jones Industrial Average dropped 469 points, or 1 per cent, and the Nasdaq composite sank 2.4 per cent to fall more than 10 per cent below its all-time high set early this year. That’s a steep enough drop that professional investors have a name for it: a “correction”.Stock markets likewise tumbled across much of Asia and Europe. They’re the latest flip-flops for finan ...

TORONTO, March 26, 2026 (GLOBE NEWSWIRE) -- The Ontario Federation of Labour (OFL) says today’s provincial budget fails to deliver the investments workers and communities need, at a time when affordability pressures are rising and job security is increasingly uncertain. “After eight years in power, this government owns the reality Ontarians are facing,” said Laura Walton, President of the OFL. “This budget is not about necessity – it’s about choices. And this government continues to prioritize tax cuts and ...

Commercial Metals Company (NYSE:CMC) Q2 2026 Earnings call March 26, 2026 11:00 AM ET Company ParticipantsAlbert Realini - VP of Equity ResearchAndrew Jones - Executive DirectorBill Peterson - Equity ResearchPaul Lawrence - SVP and CFOPeter Matt - President and CEOSathish Kasinathan - VPTristan Gresser - Head of Steel Equity ResearchConference Call ParticipantsKatja Jancic - Equity Research AnalystOperatorHello, and welcome everyone to the fiscal 2026 second quarter earnings call for CMC. Joining me on toda ...

Commercial Metals Company (NYSE:CMC) Q2 2026 Earnings call March 26, 2026 11:00 AM ET Company ParticipantsAlbert Realini - VP of Equity ResearchAndy Jones - Executive DirectorBill Peterson - Equity ResearchPaul Lawrence - SVP and CFOPeter Matt - President and CEOSathish Kasinathan - VPTristan Gresser - Head of Steel Equity ResearchConference Call ParticipantsKatja Jancic - Equity Research AnalystOperatorHello, and welcome everyone to the Fiscal 2026 Second Quarter earnings call for CMC. Joining me on today' ...

Commercial Metals Company (NYSE:CMC) Q2 2026 Earnings call March 26, 2026 11:00 AM ET Speaker4Hello, and welcome everyone to the fiscal 2026 second quarter earnings call for CMC. Joining me on today's call are Peter Matt, CMC's President and Chief Executive Officer, and Paul Lawrence, Senior Vice President and Chief Financial Officer. Today's materials, including the press release and supplemental slides that accompany this call can be found on CMC's investor relations website. Today's call is being recorde ...

Nucor Was Just Upgraded to Buy by UBS With $190 Price Target - 24/7 Wall St. S&P 5006,557.80 -0.66% Dow Jones46,408.80 -0.15% Nasdaq 10023,919.40 -1.15% Russell 20002,522.09 -0.49% FTSE 1009,996.20 -1.19% AI Portfolio Follow 24/7 Wall St. on Google Nikkei 22553,122.00 -1.38% Stock Market Live March 26, 2026: S&P 500 (SPY) Slips on Oil Again Investing Nucor Was Just Upgraded to Buy by UBS With $190 Price Target By Joel SouthPublished Mar 26, 11:04AM EDT Quick Read Nucor (NUE) was upgraded to Buy by UBS wi ...

Q2 FY 2026 Supplemental Slides Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the federal securities laws with respect to the expected benefits of the recent acquisitions of Concrete Pipe & Precast ("CP&P") and Foley Products Company ("Foley"), general economic conditions, key macro-economic drivers that impact our business, the effects of ongoing trade actions, the effects of continued pressure on the liquidity of our customers, potential synergies an ...

Commercial Metals' Blowout Quarter Points to a Broader Turnaround in American Steel - 24/7 Wall St. S&P 5006,576.90 -0.37% Dow Jones46,583.80 +0.23% Nasdaq 10024,020.00 -0.73% Russell 20002,536.29 +0.07% FTSE 10010,029.60 -0.86% AI Portfolio Follow 24/7 Wall St. on Google This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Nikkei 22553,422.00 -0.82% Stock Market Live March 26, 2026: S&P 500 (SPY) Slips on Oil Again ...

Quick Read Commercial Metals (CMC) reported fiscal Q2 2026 revenue of $2.132B and net income of $93.03M, with North America Steel Group adjusted EBITDA surging 96.9% year-over-year on a $147 per ton improvement in steel product metal margin. The company’s $2.5B acquisition of CP&P and Foley Products closed in December 2025, with Construction Solutions Group revenue jumping 97.9% year-over-year and precast platform EBITDA expected to reach $165 to $175M annually. Nucor posted 34.2% quarterly earnings grow ...