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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体">国内期市:周一国内钢材期货受美元回落及成本支撑商家惜售影响,期价继续走高。</SPAN></B><SPAN lang=EN-US style="FONT-FAMILY: 宋体">RB1105</SPAN><SPAN style="FONT-FAMILY: 宋体">合约终盘报价<SPAN lang=EN-US>4965</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,涨<SPAN lang=EN-US>36</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,持仓量<SPAN lang=EN-US>462662</SPAN>,日减仓<SPAN lang=EN-US>13634</SPAN>。<SPAN lang=EN-US>RB1110</SPAN>合约终盘报价<SPAN lang=EN-US>5069</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,涨<SPAN lang=EN-US>45</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,日增仓<SPAN lang=EN-US>28666</SPAN>。<B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US><o:p></o:p></SPAN></B></SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体">现货电子盘:</SPAN></B><SPAN style="FONT-FAMILY: 宋体">钢之源螺纹钢主力<SPAN lang=EN-US>1103</SPAN>合约继续走高,终盘报价<SPAN lang=EN-US>4936</SPAN>,涨<SPAN lang=EN-US>26</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体">基本面:<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体">(<SPAN lang=EN-US>1</SPAN>)现货市场:现货市场:<?xml:namespace prefix = st1 ns = "urn:schemas-microsoft-com:office:smarttags" /><st1:chmetcnv w:st="on" UnitName="mm" SourceValue="8" HasSpace="False" Negative="False" NumberType="1" TCSC="0"><SPAN lang=EN-US>8mm</SPAN></st1:chmetcnv><SPAN lang=EN-US> Q235</SPAN>高线上海报价<SPAN lang=EN-US>4850</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,涨<SPAN lang=EN-US>70</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,广州报价<SPAN lang=EN-US>4920</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,持平,北京报价<SPAN lang=EN-US>4750</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,涨<SPAN lang=EN-US>40</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,福州报价<SPAN lang=EN-US>4950</SPAN>,涨<SPAN lang=EN-US>50</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><st1:chmetcnv w:st="on" UnitName="mm" SourceValue="20" HasSpace="False" Negative="False" NumberType="1" TCSC="0"><SPAN lang=EN-US style="FONT-FAMILY: 宋体">20mm</SPAN></st1:chmetcnv><SPAN lang=EN-US style="FONT-FAMILY: 宋体"> HRB400</SPAN><SPAN style="FONT-FAMILY: 宋体">螺纹钢上海报价<SPAN lang=EN-US>5000</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,涨<SPAN lang=EN-US>80</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,广州报价<SPAN lang=EN-US>5210</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,持平,北京报价<SPAN lang=EN-US>4920</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,涨<SPAN lang=EN-US>30</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,福州报价<SPAN lang=EN-US>5150</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,涨<SPAN lang=EN-US>60</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 15.75pt; mso-char-indent-count: 1.5"><SPAN lang=EN-US style="FONT-FAMILY: 宋体"><o:p> </o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体">(<SPAN lang=EN-US>2</SPAN>)钢厂调价信息:<st1:chsdate Year="2011" Month="1" Day="24" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>2011</SPAN>年<SPAN lang=EN-US>1</SPAN>月<SPAN lang=EN-US>24</SPAN>日</st1:chsdate>裕丰在“<st1:chsdate Year="2011" Month="1" Day="21" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>1</SPAN>月<SPAN lang=EN-US>21</SPAN>日</st1:chsdate>裕丰建筑钢材价格调整信息”基础上进行如下调整:螺纹钢出厂价格上调<SPAN lang=EN-US>30</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,现<SPAN lang=EN-US>HRB335</SPAN>Φ<SPAN lang=EN-US>20<st1:chmetcnv w:st="on" UnitName="mm" SourceValue="25" HasSpace="False" Negative="True" NumberType="1" TCSC="0">-25mm</st1:chmetcnv></SPAN>螺纹钢执行价格为<SPAN lang=EN-US>5020</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,<SPAN lang=EN-US>HRB400</SPAN>Φ<SPAN lang=EN-US>20<st1:chmetcnv w:st="on" UnitName="mm" SourceValue="25" HasSpace="False" Negative="True" NumberType="1" TCSC="0">-25mm</st1:chmetcnv></SPAN>螺纹钢执行价格为<SPAN lang=EN-US>5170</SPAN>元<SPAN lang=EN-US>/</SPAN>吨;高线出厂价格上调<SPAN lang=EN-US>30</SPAN>元<SPAN lang=EN-US>/</SPAN>吨,现<SPAN lang=EN-US>Q235</SPAN>Φ<SPAN lang=EN-US>6.5<st1:chmetcnv w:st="on" UnitName="mm" SourceValue="10" HasSpace="False" Negative="True" NumberType="1" TCSC="0">-10mm</st1:chmetcnv></SPAN>高线执行价格为<SPAN lang=EN-US>4870</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。以上调整均为含税,执行日期自<st1:chsdate Year="2011" Month="1" Day="24" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>2011</SPAN>年<SPAN lang=EN-US>1</SPAN>月<SPAN lang=EN-US>24</SPAN>日</st1:chsdate><SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体">(<SPAN lang=EN-US>3</SPAN>)市场追踪:<st1:chsdate Year="2011" Month="1" Day="23" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>1</SPAN>月<SPAN lang=EN-US>23</SPAN>日</st1:chsdate>,来自山西、河北、河南、江苏及山东省内的<SPAN lang=EN-US>40</SPAN>多家焦化企业召开座谈会,参会企业代表对当前焦化及上下游行业运行状况和面临的问题进行了广泛的沟通和交流。参会企业代表一致表示,要进一步加强行业自律,严格按照<SPAN lang=EN-US>30%</SPAN>的限产幅度安排生产。并提议,鉴于<SPAN lang=EN-US>1</SPAN>月份炼焦煤价格普遍上涨,焦炭市场价格应做适当调整:一级冶金焦出厂指导价<SPAN lang=EN-US>2150</SPAN>元<SPAN lang=EN-US>/</SPAN>吨;二级冶金焦出厂指导价<SPAN lang=EN-US>2050</SPAN>元<SPAN lang=EN-US>/</SPAN>吨;煤焦油出厂指导价<SPAN lang=EN-US>3600</SPAN>元<SPAN lang=EN-US>/</SPAN>吨;粗苯出厂指导价<SPAN lang=EN-US>6000</SPAN>元<SPAN lang=EN-US>/</SPAN>吨;硫铵出厂指导价<SPAN lang=EN-US>850</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
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<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体">小结:<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></B></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体">周一<SPAN lang=EN-US>RB1105</SPAN>与<SPAN lang=EN-US>1110</SPAN>合约继续上扬,目前现货市场近半数商家已经离市,年关逼近,商家报出坚挺价格的同时又较为惜售,市场成交较清淡,但商家热情高涨,后市的成本支撑无疑引导着建材价格稳中带涨。目前三级螺纹报价处<SPAN lang=EN-US>5000</SPAN>元<SPAN lang=EN-US>/</SPAN>吨附近,而<SPAN lang=EN-US>63.5%</SPAN>印粉港口报价维持在<SPAN lang=EN-US>189</SPAN>美元<SPAN lang=EN-US>/</SPAN>吨高位。操作上建议,维持震荡偏多思维,前期多单继续依托<SPAN lang=EN-US>5</SPAN>日线持有。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
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