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成材:供需双弱,钢价整理
Hua Bao Qi Huo· 2025-08-25 03:23
晨报 成材 成材:供需双弱 钢价整理 从业资格号:F3038114 投资咨询号:Z0014834 电话:010-62688541 原材料: 冯艳成 从业资格号:F3059529 投资咨询号:Z0018932 电话:010-62688516 逻辑:上周,247 家钢厂高炉炼铁产能利用率 90.25%,环比增加 0.03 个百分点;钢厂盈利率 64.94%,环比减少 0.86 个百分点;日均铁水产量 240.75 万吨,环比增加 0.09 万吨。上周,全国 90 家独立电弧炉钢厂平 均产能利用率 56.67%,环比下降 0.72 个百分点,同比上升 22.48 个百分 点。平均开工率 75.69%,环比下降 0.69 个百分点,同比上升 24.72 个百 分点。上周,唐山 87 条型钢生产线:实际开工产线为 15 条,整体开工率 25.42%,较上周下降 27.12%;产能利用率为 49.23%,较上周相比上升 0.89%。根据调研结果反馈,未来短期 45%的河北唐山钢厂计划检修,但 需等通知,32%的钢厂确定检修,23%的钢厂不进行检修。河北唐山目前已 知日均铁水影响量总计约 4.18 万吨,总铁水量 37-4 ...
华宝期货晨报成材-20250731
Hua Bao Qi Huo· 2025-07-31 02:21
Report Summary 1) Report Industry Investment Rating No information provided. 2) Report's Core View - Steel prices are expected to have increased short - term volatility and overall strong performance [2] 3) Summary by Content - On July 30, the China Metal Materials Circulation Association issued an initiative to resist "involution - style competition" and promote the scientific and orderly development of the steel circulation industry, advocating fair competition based on product quality, service value, and technological innovation [1] - This week, the average hot - metal cost of mainstream sample steel mills in Tangshan was 2097 yuan/ton (ex - tax), and the average billet cost was 2843 yuan/ton (tax - included), up 35 yuan/ton week - on - week. Compared with the current billet price of 3180 yuan/ton, the average profit per ton of steel mills was 337 yuan/ton, up 15 yuan/ton week - on - week [1] - From July 1 - 27, the retail sales of the national passenger vehicle market were 1.445 million units, a 9% increase compared to the same period last July, a 19% decrease compared to the same period last month. The cumulative retail sales since the beginning of this year were 12.346 million units, a 11% increase year - on - year [1] - Yesterday, finished products first rose and then fell. At night, they reached a new high during the rebound, and then fluctuated and declined in the morning. Currently, the downstream demand for finished products is weak, especially for building materials in the off - season, and rainfall in many places has a great impact on construction sites. However, the macro - sentiment is strong, and anti - involution policies support prices [1]
国内钢材市场今日涨跌互现,唐山迁安普方坯出厂含税价稳报2910元/吨。 (我的钢铁网)
news flash· 2025-06-18 10:49
Core Viewpoint - The domestic steel market is experiencing mixed fluctuations, with the ex-factory price of ordinary square billets in Tangshan and Qian'an remaining stable at 2910 yuan per ton [1] Group 1: Market Trends - The domestic steel market shows a mixed trend today, indicating varying price movements across different regions and products [1] - The price of ordinary square billets in Tangshan and Qian'an is reported to be stable, suggesting a potential equilibrium in this segment of the market [1]
成材:周度变化不大,钢价弱势运行-20250613
Hua Bao Qi Huo· 2025-06-13 03:39
晨报 成材 负责人:赵 毅 从业资格号:F3059924 投资咨询号:Z0002978 电话:010-62688526 观点:仍以反弹试空对待。 成 材:武秋婷 从业资格号:F3078638 投资咨询号:Z0018248 电话:010-62688555 原材料:程 鹏 从业资格号:F3038114 投资咨询号:Z0014834 电话:010-62688541 原材料: 冯艳成 从业资格号:F3059529 投资咨询号:Z0018932 电话:010-62688516 有色金属:于梦雪 从业资格号:F03127144 投资咨询号:Z0020161 电话:021-20857653 成文时间: 2025 年 6 月 13 日 逻辑:根据钢联周度数据,螺纹钢产量下降 10.89 万吨至 207.57 万 吨,热卷产量下降 4.1 万吨至 324.65 万吨,五大材总产量下降 21.53 万 吨至 858.85 万吨;螺纹钢总库存下降 12.4 万吨至 558.08 万吨,热卷总 库存上升 4.77 万吨至 345.41 万吨,五大材总库存下降 9.25 万吨至 1354.56 万吨;螺纹钢表需下降 9.06 万吨至 ...
成材:情绪回暖,小幅反弹
Hua Bao Qi Huo· 2025-06-12 05:38
晨报 成材 成材:情绪回暖 小幅反弹 逻辑:当地时间 6 月 9 日至 10 日,中美经贸中方牵头人、国务院副 总理何立峰与美方牵头人、美国财政部长贝森特及商务部长卢特尼克、贸 易代表格里尔在英国伦敦举行中美经贸磋商机制首次会议。双方进行了坦 诚、深入的对话,就各自关心的经贸议题深入交换意见,就落实两国元首 6 月 5 日通话重要共识和巩固日内瓦经贸会谈成果的措施框架达成原则一 致,就解决双方彼此经贸关切取得新进展。本周,唐山主流样本钢厂平均 钢坯含税成本 2832 元/吨,周环比下调 30 元/吨,与 6 月 11 日当前普方 坯出厂价格 2920 元/吨相比,钢厂平均盈利 88 元/吨,周环比增加 60 元/ 吨。6 月 11 日,唐山迁安普方坯资源出厂含税累计上调 20,报 2920 元/ 吨。 证监许可【2011】1452 号 成 材:武秋婷 原材料:程 鹏 成材昨日反弹,中美会谈达成原则一致,市场情绪小幅回升。但目前 已进入需求淡季,短期来看下游难有有效改善,且仍有进一步下降空间。 根据当前情况看,仍建议反弹逢高试空。 从业资格号:F3078638 投资咨询号:Z0018248 电话:010-626 ...
成材:需求偏低迷,钢价冲高回落
Hua Bao Qi Huo· 2025-05-14 02:54
晨报 成材 成材:需求偏低迷 钢价冲高回落 整理 投资咨询业务资格: 负责人:赵 毅 从业资格号:F3059924 投资咨询号:Z0002978 电话:010-62688526 成 材:武秋婷 从业资格号:F3078638 投资咨询号:Z0018248 电话:010-62688555 逻辑:上周(5 月 5 日-5 月 11 日),10 个重点城市新建商品房成交 (签约)面积总计 145.48 万平方米,环比增长 13.2%,同比下降 17.7%。 奥维云网线上市场监测数据显示,4 月白电各品类中,冰箱、冰柜、洗衣 机、独立式干衣机和空调线上零售额规模同比分别为+1.0%、-0.8%、 +10.8%、+45.0%和+34.8%。5 月 13 日,76 家独立电弧炉建筑钢材钢厂平 均成本为 3334 元/吨,日环比增加 8 元/吨,平均利润为-87 元/吨,谷电 利润为 18 元/吨,日环比增加 12 元/吨。5 月 13 日,唐山迁安普方坯资 源出厂含税下调 20,报 2950。 证监许可【2011】1452 号 成材昨日冲高回落。5 月 12 日,中美"日内瓦经贸联合声明"的发 布在宏观层面上形成利好,大宗 ...