<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p> </o:p></SPAN></P>
<P style="TEXT-ALIGN: left; MARGIN: 0cm 0cm 0pt; mso-layout-grid-align: none" class=MsoNormal align=left><SPAN style="FONT-FAMILY: 宋体; COLOR: black; 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合约延续反弹。终盘收4814元/吨，涨44元/吨，持仓量724372，日增仓8940；RB1105合约终盘报价4768元/吨，涨7元/吨，日减仓2776。</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; 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 style="TEXT-ALIGN: left; MARGIN: 0cm 0cm 0pt; mso-layout-grid-align: none" class=MsoNormal align=left><SPAN style="FONT-FAMILY: 宋体; COLOR: black; 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 style="TEXT-ALIGN: left; MARGIN: 0cm 0cm 0pt; mso-layout-grid-align: none" class=MsoNormal align=left><SPAN style="FONT-FAMILY: 宋体; COLOR: black; 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1106涨幅扩大，终盘报价4657，涨40元/吨。</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; 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 style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p> </o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">基本面：</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><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" 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>4580</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>20</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，广州报价<SPAN lang=EN-US>4730</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>30</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，北京报价<SPAN lang=EN-US>4790</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>10</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，福州报价<SPAN lang=EN-US>4770</SPAN>，涨<SPAN lang=EN-US>30</SPAN>元<SPAN lang=EN-US>/</SPAN>吨；<SPAN lang=EN-US> <st1:chmetcnv w:st="on" UnitName="mm" SourceValue="20" HasSpace="False" Negative="False" NumberType="1" TCSC="0">20mm</st1:chmetcnv> HR B400</SPAN>螺纹钢上海报价<SPAN lang=EN-US>4870</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>10</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，广州报价<SPAN lang=EN-US>5010</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>60</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，北京报价<SPAN lang=EN-US>4920</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>20</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，福州报价<SPAN lang=EN-US>4980</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>30</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt" lang=EN-US><SPAN style="mso-tab-count: 1"> </SPAN><o:p></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">（<SPAN lang=EN-US>2</SPAN>）钢厂调价信息：<st1:chsdate w:st="on" IsROCDate="False" IsLunarDate="False" Day="29" Month="3" Year="2011"><SPAN lang=EN-US>3</SPAN>月<SPAN lang=EN-US>29</SPAN>日</st1:chsdate>福建三宝钢铁有限公司对建筑钢材出厂价格进行调整，具体调整情况如下：<SPAN lang=EN-US> 1</SPAN>、高线（<SPAN lang=EN-US>8<st1:chmetcnv w:st="on" UnitName="mm" SourceValue="10" HasSpace="False" Negative="True" NumberType="1" TCSC="0">-10mm</st1:chmetcnv></SPAN>）出厂价格上调<SPAN lang=EN-US>20</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，现<SPAN lang=EN-US>4710</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，<st1:chmetcnv w:st="on" UnitName="mm" SourceValue="6.5" HasSpace="False" Negative="False" NumberType="1" TCSC="0"><SPAN lang=EN-US>6.5mm</SPAN></st1:chmetcnv>加价<SPAN lang=EN-US>20</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。<SPAN lang=EN-US>2</SPAN>、二级螺纹钢出厂价格平稳，现Φ<SPAN lang=EN-US>16-25mmHRB335</SPAN>螺纹钢出厂价格为<SPAN lang=EN-US>4780</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。<SPAN lang=EN-US>3</SPAN>、三级螺纹钢价格平稳，现Φ<SPAN lang=EN-US>16-25mmHRB400</SPAN>出厂价格为<SPAN lang=EN-US>4940</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。以上均为出厂含税价格，本价格自<st1:chsdate w:st="on" IsROCDate="False" IsLunarDate="False" Day="29" Month="3" Year="2011"><SPAN lang=EN-US>2011</SPAN>年<SPAN lang=EN-US>3</SPAN>月<SPAN lang=EN-US>29</SPAN>日起</st1:chsdate>执行。</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">（<SPAN lang=EN-US>3</SPAN>）市场追踪：澳大利亚必和必拓公司在<st1:chsdate w:st="on" IsROCDate="False" IsLunarDate="False" Day="25" Month="3" Year="2011"><SPAN lang=EN-US>3</SPAN>月<SPAN lang=EN-US>25</SPAN>日</st1:chsdate>批准一项<SPAN lang=EN-US>95</SPAN>亿美元资本投资计划，扩大澳大利亚铁矿石和煤炭产量。该投资计划是在澳大利亚采矿公司赢得政府税收让步之后声称的，这表明税收和碳排放税未能阻碍其增产计划。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p> </o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">小结：</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体">周二<SPAN lang=EN-US>RB1110</SPAN>合约延续反弹，尾盘站上<SPAN lang=EN-US>4800</SPAN>点。基本面上原材料及现货价继续回升重新给钢市起到支撑。然而此次上涨表现出了一定的滞后性，这既有成交、需求的阻碍，也有一些谨慎心态作祟。从<SPAN lang=EN-US>K</SPAN>线图上看，沪钢上涨形态仍保持较好，短期有望延续反弹，但在前期反弹高点<SPAN lang=EN-US>4850</SPAN>附近能否突破还需得到量能的有效配合。操作上建议，维持震荡偏多思维，多单继续持有，止盈上移至<SPAN lang=EN-US>4750</SPAN>。</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: Calibri; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p></o:p></SPAN></P>
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