(相关资料图)
瑞达期货表示，原料方面，焦煤连续向下调整，调整幅度大于焦炭降价幅度，吨焦利润扩大。库存方面，钢厂采购意愿不高，厂内库存连续走低，目前降到年内低位，采购谨慎，焦企出货有压力。需求方面，铁水产量下滑，钢厂利润收缩，社融低于预期，终端房市仍未出现明显改善，且目前整体处于淡季，市场观望情绪蔓延。考虑到一部分前期检修停产钢厂有复产预期，刚需或有改善，但供需格局对价格支撑偏弱，预计短期仍以震荡运行为主。
(相关资料图)
瑞达期货表示，原料方面，焦煤连续向下调整，调整幅度大于焦炭降价幅度，吨焦利润扩大。库存方面，钢厂采购意愿不高，厂内库存连续走低，目前降到年内低位，采购谨慎，焦企出货有压力。需求方面，铁水产量下滑，钢厂利润收缩，社融低于预期，终端房市仍未出现明显改善，且目前整体处于淡季，市场观望情绪蔓延。考虑到一部分前期检修停产钢厂有复产预期，刚需或有改善，但供需格局对价格支撑偏弱，预计短期仍以震荡运行为主。
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