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机构:钢价上行驱动减弱,后续走势或将转为震荡偏弱运行

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2024-04-24 08:36:18
金十期货4月24日讯,据宝城期货分析,螺纹供需两端迎来变化,建筑钢厂生产积极性提高,供应有所回升,但依旧处于相对低位,给予钢价一定支撑,需注意的是品种吨钢利润尚可,产量回升持续性有待跟踪,短期需求存触顶担忧,支撑近期钢价逻辑迎来变化;目前两者仍是同期低位,且考虑到地产低迷以及基建表现不佳,淡旺季切换过程中建筑钢材需求预计将持续减量,产业矛盾逐步积累。综上,前期乐观情绪发酵叠加原料强势,螺纹期现价格有所走强,但自身供需格局并未好转,供应低位开始回升,而需求也存触顶担忧,产业矛盾在积累,钢价上行驱动减弱,后续走势或将转为震荡偏弱运行,重点关注需求端变化。
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