情绪整体崩塌铁矿仍有向下调整空间_老虎社区_美港股上老虎

情绪整体崩塌铁矿仍有向下调整空间

国贸期货2023-08-04

目前钢厂利润尚可，高炉保持较高开工，因此在废钢供给难有增量下，短期入炉需求旺盛。上周唐山环保限产和四川限产使得铁水高位回落，下降近3.6万吨。但本周唐山地区将逐步复产，铁水日均预计增量3万吨，短期铁水预计维持高位，另外终端需求保有韧性，产业链库存压力不大，因此价格亦有支撑。粗钢压减的落地，价格已经部分交易，未来铁水将承压下行，不排除其他省份继续正式出台相关文件，且后续执行的力度即对铁水的冲击会继续...

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帅哥打新必中
·2023-08-10
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帅哥打新必中
·2023-08-10
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