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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：周四国内钢材期承压回调，因中国国务院周三决定将第二套房贷的最低首付款比例从<SPAN lang=EN-US>50%</SPAN>提高至<SPAN lang=EN-US>60%</SPAN>，贷款利率不低于基准利率的<SPAN lang=EN-US>1.1</SPAN>倍，进一步为房地产市场降温。</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>4930</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，跌<SPAN lang=EN-US>15</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持仓量<SPAN lang=EN-US>405718</SPAN>，日减仓<SPAN lang=EN-US>36004</SPAN>。<SPAN lang=EN-US>RB1110</SPAN>合约终盘报价<SPAN lang=EN-US>5033</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，跌<SPAN lang=EN-US>17</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，日增仓<SPAN lang=EN-US>8004</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>合约小幅回落，终盘报价<SPAN lang=EN-US>4913</SPAN>，跌<SPAN lang=EN-US>13</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" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="8" UnitName="mm"><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，持平，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>4790</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平，福州报价<SPAN lang=EN-US>4970</SPAN>，持平。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="20" UnitName="mm"><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，持平，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>4980</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平，福州报价<SPAN lang=EN-US>5160</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平。<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>2</SPAN>）钢厂调价信息：<st1:chsdate w:st="on" IsROCDate="False" IsLunarDate="False" Day="27" Month="1" Year="2011"><SPAN lang=EN-US>1</SPAN>月<SPAN lang=EN-US>27</SPAN>日</st1:chsdate>，山西新金山钢厂对建筑钢材出厂价进行调整，具体调整如下：高线出厂价格上调<SPAN lang=EN-US>50</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，Φ<SPAN lang=EN-US>6.5mmQ235</SPAN>高线挂牌价为<SPAN lang=EN-US>4590</SPAN>元<SPAN lang=EN-US>/</SPAN>吨；螺纹钢出厂价格上调<SPAN lang=EN-US>50</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，Φ<SPAN lang=EN-US>12-14mmHRB335</SPAN>螺纹钢挂牌价为<SPAN lang=EN-US>4930</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，Φ<SPAN lang=EN-US>16<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="True" HasSpace="False" SourceValue="25" UnitName="mm">-25mm</st1:chmetcnv></SPAN>螺纹钢挂牌价为<SPAN lang=EN-US>4780</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，三级螺纹钢在二级螺纹钢的基础上加价<SPAN lang=EN-US>120</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。以上价格均为含税，执行自<st1:chsdate w:st="on" IsROCDate="False" IsLunarDate="False" Day="27" Month="1" Year="2011"><SPAN lang=EN-US>2011</SPAN>年<SPAN lang=EN-US>1</SPAN>月<SPAN lang=EN-US>27</SPAN>日起</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：历经去年“国十一条”和“国十条”等数轮调控后，昨天国务院常务会议部署的新“国八条”再度加码政策。如果按照农历计算，目前尚处于“辞旧迎新”的阶段。因此，此次虎年末尾出台的调控新举措亦被视作为第三轮调控。其中提及的税收、信贷等政策，均达到了有史以来的“最强度”。<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">周四国内钢材期货探低回升，但整体重心仍有所下移。最近原材料价格高企，钢厂纷纷上调出厂价，钢价也震荡走高，但面对楼市调控力度加大，今日期钢承压回落，只是美国发布的房屋数据好于预期，且美联储维持宽松货币政策不变，对市场又有支撑，周边商品普遍走高，因此钢价在多空交杂影响下，将陷入区间震荡。操作上建议，<SPAN lang=EN-US>RB1110</SPAN>合约短线<SPAN lang=EN-US>5050-4950</SPAN>区间交易。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
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