冷轧卷板

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宝城期货热轧卷板周度数据-20250822
Bao Cheng Qi Huo· 2025-08-22 01:54
Report Investment Rating - No investment rating information provided Core View - The supply and demand of hot-rolled coils are both rising. The demand shows good resilience, which supports the price. However, the fundamentals have not improved under the high supply pattern. The relative positives are cost increase and production restriction disturbances. It is expected that the price of hot-rolled coils will continue to fluctuate and rise. Attention should be paid to the demand performance [8] Summary by Directory Supply - The weekly output of hot-rolled coils is 325.24 tons, with a week-on-week increase of 9.65 tons and a month-on-month increase of 2.45 tons compared with the end of last month. The output has rebounded from a low level to a new high this year. The blast furnace capacity utilization rate is 90.25%, with a week-on-week increase of 0.03% and a month-on-month increase of 0.01% compared with the end of last month, and a year-on-year increase of 5.95% [2] Demand - The apparent demand for hot-rolled coils is 321.27 tons, with a week-on-week increase of 6.52 tons and a month-on-month increase of 1.27 tons compared with the end of last month, and a year-on-year increase of 2.68 tons. The weekly output of cold-rolled coils is 86.08 tons, with a week-on-week decrease of 0.11 tons and a month-on-month decrease of 1.10 tons compared with the end of last month, and a year-on-year increase of 3.31 tons [2] Inventory - The total inventory of hot-rolled coils is 361.44 tons, with a week-on-week increase of 3.97 tons and a month-on-month increase of 13.49 tons compared with the end of last month, and a year-on-year decrease of 80.77 tons. The in-plant inventory is 78.89 tons, with a week-on-week decrease of 1.09 tons and a month-on-month decrease of 0.41 tons compared with the end of last month, and a year-on-year decrease of 13.29 tons. The social inventory is 282.55 tons, with a week-on-week increase of 5.06 tons and a month-on-month increase of 13.90 tons compared with the end of last month, and a year-on-year decrease of 67.48 tons [2]
宝城期货热轧卷板周度数据-20250815
Bao Cheng Qi Huo· 2025-08-15 07:01
热轧卷板周度数据(20250815) | | | | | | | | | | | | | 投资咨询业务资格:证监许可【2011】1778号 | 黑色金属研究员 涂伟华 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 本周值 | | 环比变化 | | 上月末值 | 本月变化 | 同期值 | | 同期变化 | | | 供给 | | | 周度产量 | | 315.59 | | 0.70 | | 322.79 | -7.20 | | 301.37 | 14.22 | | | | | 高炉产能利用率(%) | | | 90.22 | | 0.13 | | 90.24 | -0.02 | | 89.61 | 0.61 | | | 需求 | | | 表观需求量 | | 314.75 | | 8.54 | | 320.00 | -5.25 | | 288.20 | 26.55 | | | | | | 冷轧卷板周产量 | | 86.19 | | 0.14 | ...
7月行业信息思考:“反内卷”对消费量、价、利润基本面的影响
SINOLINK SECURITIES· 2025-08-09 12:26
Group 1: Historical Insights - The previous supply-side reform period (2016-2017) saw significant pressure on consumption profits due to insufficient transmission of cost pressures from upstream resources and raw materials, leading to a general decline in profit growth across the consumption sector [1][12][21] - During the 2016-2017 period, despite strong demand-side policies, the ability of the consumption sector to pass on cost increases was limited, resulting in a divergence between revenue and profit growth [1][12][17] - Consumer confidence index rose from 103.7 in December 2015 to 122.6 in December 2017, indicating a strong demand environment during the previous reform [12][17] Group 2: Current "Anti-Internal Competition" Insights - The current "anti-internal competition" policy is expected to impose more stringent constraints on supply, particularly in sectors like automotive and express delivery, which may stabilize prices more quickly compared to the previous reform period [1][21] - The consumption sector is facing a more severe demand-side challenge now, with consumer confidence at low levels and growth relying more on "value-for-money" rather than brand premium pricing [1][21] - In July, the retail sales of passenger vehicles reached 1.826 million units, a year-on-year increase of 6.3%, but the growth rate significantly slowed from June's 13.3% [1][21] Group 3: Sector-Specific Observations - In the energy and resources sector, coal demand is expected to rise during peak seasons, with July's domestic raw coal production at 42.107 million tons, a year-on-year increase of 3.9% [22][23] - The real estate sector experienced a significant decline in transaction volume, with July's average daily transaction area for commercial housing in 30 major cities down 32.3% month-on-month and 18.6% year-on-year [35][37] - The manufacturing sector showed resilience, with strong performance in machinery and equipment exports, and heavy truck sales performing well [5][10]
热轧卷板周度数据(20250808)-20250808
Bao Cheng Qi Huo· 2025-08-08 05:13
热轧卷板周度数据(20250808) | | | | | | | 投资咨询业务资格:证监许可【2011】1778号 | 黑色金属研究员 涂伟华 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本周值 | 环比变化 | 上月末值 | 本月变化 | 同期值 | 同期变化 | | 供给 | 周度产量 | 314.89 | -7.90 | 322.79 | -7.90 | 303.56 | 11.33 | | | 高炉产能利用率(%) | 90.09 | -0.15 | 90.24 | -0.15 | 87.02 | 3.07 | | 需求 | 表观需求量 | 306.21 | -13.79 | 320.00 | -13.79 | 298.51 | 7.70 | | | 冷轧卷板周产量 | 86.05 | -1.13 | 87.18 | -1.13 | 81.13 | 4.92 | | 库存 | 总库存 | 356.63 | 8.68 | 347.95 | 8.68 | 437.36 | -80.73 | | | 厂内库存 | 77.88 | -1. ...
柳钢股份股价下跌2.42% 拟定增募资3亿元投入技改项目
Jin Rong Jie· 2025-08-07 19:43
截至2025年8月7日15时,柳钢股份股价报6.06元,较前一交易日下跌0.15元。当日成交量为86.36万手, 成交金额达5.18亿元。 柳钢股份主要从事钢铁冶炼、钢材加工及销售业务,产品涵盖中厚板、热轧卷板、冷轧卷板等。公司位 于广西工业重镇柳州,是华南地区重要的钢铁生产基地。 公司8月7日晚间发布公告,拟通过简易程序向特定对象发行股票募资不超过3亿元,资金将全部用于 2800mm中厚板高品质技术升级改造工程。该项目计划对现有生产线进行设备升级,建设内容包括加热 炉改造、新增板坯处理线等,预计建设周期18个月。公司表示技改完成后将提升产品质量,扩大在工程 机械、风电等领域的市场份额。 当日主力资金净流出3358.77万元,近五日累计净流出290.04万元。 风险提示:本文所提及个股仅作客观陈述,不构成投资建议。市场有风险,投资需谨慎。 ...
宝城期货热轧卷板周度数据-20250801
Bao Cheng Qi Huo· 2025-08-01 10:09
热轧卷板周度数据(20250801) | | | | | | | | | | | | | | | | | | | | | | | | 黑色金属研究员 涂伟华 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 本周值 | | 环比变化 | | 上月末值 | | | | 本月变化 | | | 同期值 | | | | | | | 同期变化 | | 供给 | | | | | 周度产量 | | | 322.79 | | | 5.30 | | 327.24 | | | -4.45 | | | | 323.45 | | | | | -0.66 | | | | | | | 高炉产能利用率(%) | | | | 90.24 | | | -0.57 | | 90.83 | | | | -0.59 | | ...
宝城期货热轧卷板周度数据-20250725
Bao Cheng Qi Huo· 2025-07-25 02:21
热轧卷板周度数据(20250725) 热轧卷板供需两端均有所走弱,板材钢厂生产趋弱,热 卷周产量环比降3.65万吨,供应延续收缩但整体仍处于年内 相对高位,且品种吨钢利好尚可,减产持续性存疑,关注后 续变化。与此同时,热卷需求再度转弱,周度表需环比降 8.55万吨,但高频成交表现尚可,多因投机需求放量所致, 且下游冷轧产量维持高位,其矛盾未激化,给予热卷需求支 撑,但需注意的内外价差持续收敛,关税扰动将至,外围风 险或发酵,海外需求隐忧未解。总之,热卷供需两端均有所 走弱,基本面再度走弱,库存小幅累库,但整体矛盾不大, 且原料强势提振市场情绪,预计热卷价格维持高位震荡运行 态势,关注海外风险变化。 72 74 76 78 80 82 84 86 88 90 01 02 03 04 05 06 07 08 09 10 11 12 冷轧卷板周产量 2025 2024 2023 2022 2021 01 02 03 04 05 06 07 08 09 10 11 12 70 80 90 100 110 120 130 140 150 01 02 03 04 05 06 07 08 09 10 11 12 热轧卷板厂 ...
宝城期货热轧卷板周度数据-20250704
Bao Cheng Qi Huo· 2025-07-04 02:07
Group 1: Report Industry Investment Rating - Not mentioned in the provided content Group 2: Core View of the Report - The supply and demand of hot-rolled coils have changed little, with stable production in plate mills. The weekly output of hot-rolled coils increased by 0.90 million tons, remaining stable at a high level, and the supply pressure has not eased. Meanwhile, the demand for hot-rolled coils is weakly stable, with the weekly apparent demand decreasing slightly by 1.88 million tons. The high-frequency transactions have increased under the stimulation of speculative demand, and the cold-rolled production of major downstream industries remains at a high level, which alleviates the industrial contradiction and supports the demand for hot-rolled coils. The fundamentals have not improved, and the inventory continues to accumulate. However, due to the renewed fermentation of policy-friendly expectations, the price of hot-rolled coils will maintain a relatively strong operation in the short term, but beware of the trading logic switching to the industrial side [7] Group 3: Summary by Relevant Catalogs Supply - The weekly output of hot-rolled coils is 328.14 million tons, a week-on-week increase of 0.90 million tons, and an increase of 0.90 million tons from the end of last month. Compared with the same period, it increased by 1.85 million tons. The blast furnace capacity utilization rate is 90.29%, a week-on-week decrease of 0.54 percentage points, and a decrease of 0.54 percentage points from the end of last month. Compared with the same period, it increased by 1.21 percentage points [2] Demand - The apparent demand for hot-rolled coils is 324.37 million tons, a week-on-week decrease of 1.88 million tons, and a decrease of 1.88 million tons from the end of last month. Compared with the same period, it increased by 6.67 million tons. The weekly output of cold-rolled coils is 88.23 million tons, a week-on-week increase of 0.17 million tons, and an increase of 0.17 million tons from the end of last month. Compared with the same period, it increased by 2.71 million tons [2] Inventory - The total inventory of hot-rolled coils is 344.93 million tons, a week-on-week increase of 3.77 million tons, and an increase of 3.77 million tons from the end of last month. Compared with the same period, it decreased by 76.46 million tons. The in-plant inventory is 78.32 million tons, a week-on-week increase of 0.10 million tons, and an increase of 0.10 million tons from the end of last month. Compared with the same period, it decreased by 12.03 million tons. The social inventory is 266.61 million tons, a week-on-week increase of 3.67 million tons, and an increase of 3.67 million tons from the end of last month. Compared with the same period, it decreased by 64.43 million tons [2]
宝城期货热轧卷板周度数据-20250627
Bao Cheng Qi Huo· 2025-06-27 12:28
热轧卷板周度数据(20250627) | | | | | | | | | | | | 投资咨询业务资格:证监许可【2011】1778号 | 黑色金属研究员 涂伟华 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 本周值 | 环比变化 | | | 上月末值 | 本月变化 | 同期值 | | 同期变化 | | 供给 | | | 周度产量 | | 327.24 | | 1.79 | | 319.55 | 7.69 | | 321.85 | 5.39 | | | | | 高炉产能利用率(%) | | 90.83 | | 0.04 | | 90.69 | 0.14 | | 89.13 | 1.70 | | 需求 | | | 表观需求量 | | 326.25 | | -4.44 | | 326.93 | -0.68 | | 324.66 | 1.59 | | | | | 冷轧卷板周产量 | | 88.06 | | -0.29 | | 88.00 | 0.06 | | ...
宝城期货热轧卷板周度数据-20250620
Bao Cheng Qi Huo· 2025-06-20 01:55
热轧卷板周度数据(20250620) 70 75 80 85 90 95 01 02 03 04 05 06 07 08 09 10 11 12 高炉产能利用率(%) 2025 2024 2023 2022 2021 88 90 01 02 03 04 05 06 07 08 09 10 11 12 冷轧卷板周产量 2025 2024 2023 2022 2021 250 270 290 310 72 74 76 78 80 82 84 86 01 02 03 04 05 06 07 08 09 10 11 12 70 80 90 100 110 120 130 140 150 01 02 03 04 05 06 07 08 09 10 11 12 热轧卷板厂内库存 2025 2024 2023 2022 2021 数据来源:我的钢铁网 宝城期货金融研究所 150 200 250 300 350 400 01 02 03 04 05 06 07 08 09 10 11 12 热轧卷板社会库存 2025 2024 2023 2022 2021 热轧卷板供需格局有所好转,库存再度去化,板材钢厂 生产趋稳,热卷周产 ...