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國盛證券:金九銀十旺季需求依然存在 鋼價觸底反彈
格隆匯 09-23 14:19
上週,鋼材價格及鋼鐵板塊均出現回調。對於鋼價下降原因,國盛證券分析,一方面,中秋節後成交量有所提升,但持續性不足,價格出現回落趨勢;另一方面,在前期鋼價上漲後,企業生產積極性略有回升,產量環比增加,但在需求未有進一步釋放的前提下,社會庫存降速開始收窄;同時,在環保限產政策不及預期的情況下,市場心態偏向謹慎,期貨價格大幅跳水,現貨價格也隨之下調。從長期走勢看,金九銀十旺季需求依然存在,鋼價在這波下調預期釋放後存在反彈動力。
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