<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt"><o:p> </o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: left; mso-layout-grid-align: none" align=left><SPAN style="COLOR: black; FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: ZH-CN">国内期市：周二国内钢材期货RB1110合约再受打压。终盘收4837元/吨，跌60元/吨，持仓量708380，日增仓56554；RB1105合约终盘报价4835元/吨，跌56元/吨，日减仓10036。</SPAN><SPAN style="COLOR: black; FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: ZH-CN"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: left; mso-layout-grid-align: none" align=left><SPAN style="COLOR: black; FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: ZH-CN"><o:p> </o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-ALIGN: left; mso-layout-grid-align: none" align=left><SPAN style="COLOR: black; FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: ZH-CN">现货电子盘：钢之源螺纹钢主力合约1104同样受挫，终盘报价4684，跌68元/吨。</SPAN><SPAN style="COLOR: black; FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt; mso-ansi-language: ZH-CN"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt"><o:p> </o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">基本面：</SPAN><SPAN lang=EN-US style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">（<SPAN lang=EN-US>1</SPAN>）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>4740</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平，广州报价<SPAN lang=EN-US>4820</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，跌<SPAN lang=EN-US>20</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，北京报价<SPAN lang=EN-US>4800</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平，福州报价<SPAN lang=EN-US>4890</SPAN>，持平；<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="20" UnitName="mm"><SPAN lang=EN-US>20mm</SPAN></st1:chmetcnv><SPAN lang=EN-US> HR B400</SPAN>螺纹钢上海报价<SPAN lang=EN-US>4980</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平，广州报价<SPAN lang=EN-US>5120</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，跌<SPAN lang=EN-US>20</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，北京报价<SPAN lang=EN-US>4850</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平，福州报价<SPAN lang=EN-US>5080</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平。</SPAN><SPAN lang=EN-US style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt"><SPAN style="mso-tab-count: 1"> </SPAN><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">（<SPAN lang=EN-US>2</SPAN>）钢厂调价信息：沙钢<st1:chsdate Year="2011" Month="3" Day="1" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>3</SPAN>月<SPAN lang=EN-US>1</SPAN>日</st1:chsdate>出台<SPAN lang=EN-US>3</SPAN>月上旬出厂价，本次调价是以“<st1:chsdate Year="2011" Month="2" Day="21" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>2</SPAN>月<SPAN lang=EN-US>21</SPAN>日</st1:chsdate>沙钢出台<SPAN lang=EN-US>2011</SPAN>年<SPAN lang=EN-US>2</SPAN>月下旬价格政策”为基准，具体调整情况如下： <SPAN lang=EN-US>1</SPAN>、螺纹钢价格不动。现Ф<SPAN lang=EN-US>16-25mmHRB335</SPAN>螺纹出厂价格为<SPAN lang=EN-US>5150</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，Φ<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="10" UnitName="mm"><SPAN lang=EN-US>10mm</SPAN></st1:chmetcnv>规格加价<SPAN lang=EN-US>100</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，Φ<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="12" UnitName="mm"><SPAN lang=EN-US>12mm</SPAN></st1:chmetcnv>加价<SPAN lang=EN-US>60</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，Φ<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="14" UnitName="mm"><SPAN lang=EN-US>14mm</SPAN></st1:chmetcnv>加价<SPAN lang=EN-US>20</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，Φ<SPAN lang=EN-US>28~<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="32" UnitName="mm">32mm</st1:chmetcnv></SPAN>规格加价<SPAN lang=EN-US>100</SPAN>元<SPAN lang=EN-US>/</SPAN>吨；Ф<SPAN lang=EN-US>16-25mmHRB400</SPAN>螺纹出厂价格为<SPAN lang=EN-US>5270</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，三级钢级差加价情况与二级钢相同。<SPAN lang=EN-US>2</SPAN>、高线价格不动；现Ф<SPAN lang=EN-US>6.5mmQ235</SPAN>普碳高线出厂价格为<SPAN lang=EN-US>5150</SPAN>元<SPAN lang=EN-US>/</SPAN>吨<SPAN lang=EN-US>3</SPAN>、盘螺价格不动；现Ф<SPAN lang=EN-US>8mmHRB400</SPAN>盘螺表列价格为<SPAN lang=EN-US>5350</SPAN>元<SPAN lang=EN-US>/</SPAN>吨以上调整均为含税价，执行日期自<st1:chsdate Year="2011" Month="3" Day="1" IsLunarDate="False" IsROCDate="False" w:st="on"><SPAN lang=EN-US>2011</SPAN>年<SPAN lang=EN-US>3</SPAN>月<SPAN lang=EN-US>1</SPAN>日起</st1:chsdate>。</SPAN><SPAN lang=EN-US style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">（<SPAN lang=EN-US>3</SPAN>）市场追踪：中钢协旬报显示<SPAN lang=EN-US>,2</SPAN>月中旬全国粗钢日产量达<SPAN lang=EN-US>181.4</SPAN>万吨<SPAN lang=EN-US>,</SPAN>远高于<SPAN lang=EN-US>1</SPAN>月的<SPAN lang=EN-US>170.3</SPAN>万吨<SPAN lang=EN-US>;2</SPAN>月上中旬全国粗钢日产量达<SPAN lang=EN-US>180.04</SPAN>万吨<SPAN lang=EN-US>,</SPAN>亦较<SPAN lang=EN-US>1</SPAN>月份的<SPAN lang=EN-US>170.3</SPAN>万吨有较大幅度回升<SPAN lang=EN-US>,</SPAN>幅度接近<SPAN lang=EN-US>6%. <o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt; TEXT-INDENT: 21pt; mso-char-indent-count: 2.0"><SPAN lang=EN-US style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt"><o:p> </o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">小结：</SPAN><SPAN lang=EN-US style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt"><o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">周二<SPAN lang=EN-US>RB1110</SPAN>合约受印度上调铁矿石出口关税影响出现小幅高开，但在<SPAN lang=EN-US>4920</SPAN>附近受阻后便一路振荡向下，盘中再创本轮调整新低<SPAN lang=EN-US>4816</SPAN>。基本面上<SPAN lang=EN-US>PMI</SPAN>指数与市场预期相符出现回落，沙钢并未给市场带来提振，而是以平价报出<SPAN lang=EN-US>3</SPAN>月上旬的出厂价。在市场下跌过程中出现大幅放量，显然市场看空氛围更浓。从<SPAN lang=EN-US>K</SPAN>线图看，各均线纷纷向下，沪钢仍处弱势。操作上建议：多单观望，空单继续依托<SPAN lang=EN-US>5</SPAN>日线操作。</SPAN><SPAN lang=EN-US style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt"> <o:p></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US><o:p><FONT face=Calibri> </FONT></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN lang=EN-US><o:p><FONT face=Calibri> </FONT></o:p></SPAN></P>
<P class=MsoNormal style="MARGIN: 0cm 0cm 0pt"><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-ascii-font-family: Calibri">以上观点仅供参考，据此入市风险自负！</SPAN></P>
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