PDF《现货矿石弱势下跌,库存继续下降》

6 /

30 行业研究(行业周报) 表2:本周国内各品种钢材价格均有所下跌 国内钢铁主要 品种价格变动 最新价格 一周变动 一月变动 三月变动 一年变动 元/吨 螺纹钢 北京 4,260

0 0.00%

0 0.00%

80 1.91% -740 -14.80% 上海 4,210 -10 -0.24%

0 0.00% -120 -2.77% -830 -16.47% 武汉 4,220 -20 -0.47% -100 -2.31% -40 -0.94% -760 -15.26% 均价 4,240 -16 -0.38% -53 -1.23% -9 -0.21% -781 -15.55% 线材 北京 4,220 -10 -0.24%

0 0.00%

60 1.44% -640 -13.17% 上海 4,190 -30 -0.71% -10 -0.24%

20 0.48% -690 -14.14% 武汉 4,290 -20 -0.46% -110 -2.50% -10 -0.23% -700 -14.03% 均价 4,263 -23 -0.54% -51 -1.18% -12 -0.28% -676 -13.69% 热轧 北京 4,300 -20 -0.46% -60 -1.38%

50 1.18% -600 -12.24% 上海 4,270 -30 -0.70% -10 -0.23%

0 0.00% -570 -11.78% 武汉 4,350 -30 -0.68% -20 -0.46%

100 2.35% -630 -12.65% 均价 4,332 -13 -0.30% -42 -0.96%

86 2.03% -610 -12.34% 冷轧 北京 5,190

0 0.00% -90 -1.70% -60 -1.14% -490 -8.63% 上海 5,180 -10 -0.19% -10 -0.19% -110 -2.08% -400 -7.17% 武汉 4,990

0 0.00%

0 0.00% -10 -0.20% -440 -8.10% 均价 5,182 -6 -0.12% -23 -0.44% -36 -0.69% -458 -8.12% 中厚板 北京 4,280

0 0.00%

0 0.00%

160 3.88% -600 -12.30% 上海 4,460 -20 -0.45% -30 -0.67%

140 3.24% -620 -12.20% 武汉 4,360 -30 -0.68% -20 -0.46%

130 3.07% -720 -14.17% 均价 4,374 -24 -0.55% -31 -0.70%

161 3.82% -655 -13.02% 资料来源:Bloomberg,长江证券研究部 图2:螺纹钢价格小幅下跌,均价下跌 0.38% 图3:线材价格小幅下跌,均价下跌 0.54% 2,000 2,500 3,000 3,500 4,000 4,500 5,000 5,500 6,000 03/Jan/03 03/Jul/03 03/Jan/04 03/Jul/04 03/Jan/05 03/Jul/05 03/Jan/06 03/Jul/06 03/Jan/07 03/Jul/07 03/Jan/08 03/Jul/08 03/Jan/09 03/Jul/09 03/Jan/10 03/Jul/10 03/Jan/11 03/Jul/11 03/Jan/12 北京 上海 武汉 2,000 2,500 3,000 3,500 4,000 4,500 5,000 5,500 6,000 6,500 06/Jan/03 06/Jul/03 06/Jan/04 ........