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铁水不降,行情不休

  • 2026-04-27 10:37:38
铁水不降,行情不休

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需求端来看，制造业需求预期强，出口端在价格优势和地缘冲突背景下走强，主要是间接出口和钢坯。供应端，短期也有政策预期，主要是针对降碳。成本端，焦炭第三轮现货提涨开启，节前有一定落地的预期。节前看钢厂盈利尚可，铁水总体还是往上，市场没看到铁水高点之前，钢价震荡偏强延续。节后关注供需两端的变化，一旦需求见顶，供给又无太多约束，可能会有所调整。

 钢材成本追踪表

图文：高骁明、期货研究小组

编辑：孙毅同

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  1. CONNECT:[ UseTime:0.000392s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000635s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000258s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000278s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000585s ]
  6. SELECT * FROM `set` [ RunTime:0.000244s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000556s ]
  8. SELECT * FROM `article` WHERE `id` = 523849 LIMIT 1 [ RunTime:0.000388s ]
  9. UPDATE `article` SET `lasttime` = 1777282930 WHERE `id` = 523849 [ RunTime:0.000589s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000241s ]
  11. SELECT * FROM `article` WHERE `id` < 523849 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000501s ]
  12. SELECT * FROM `article` WHERE `id` > 523849 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.003477s ]
  13. SELECT * FROM `article` WHERE `id` < 523849 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.001814s ]
  14. SELECT * FROM `article` WHERE `id` < 523849 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.000942s ]
  15. SELECT * FROM `article` WHERE `id` < 523849 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001172s ]
0.141356s