Worried about industrial contradictions, how will iron ore and rebar be laid out in the later stage?

Jinshi Futures on May 9, Baocheng Futures analysis pointed out that < br > 1. < b > Rebar : Optimism ebbs, the weight of industrial logic increases, and the current supply by thread is relatively stable, but demand continues to weaken in the off-season, fundamentals have weakened, steel prices will operate under pressure, relatively favorable is the existence of cost support, < b > It is expected that the trend of steel prices will turn to a weak and volatile situation , focusing on changes in demand side. < br > 2. < b > Iron ore : At this stage, the upward trend of high-valued ore prices needs to be matched by fundamentals. At present, the resumption of production by steel mills will support the high operation of ore prices, but the supply has returned to a high level, and the incremental space for demand is limited. It is difficult for ore fundamentals to improve significantly. In addition, high prices can easily lead to policy regulation risks, and the upward drive of ore prices is limited. Under the game of long and short factors, it is expected that ore prices will continue to fluctuate at a high level.