<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：周四国内钢材期货仍存在多空纠结，全天维持高位震荡，午后CPI走高数据的传言还是对市场产生一定的负面影响。</SPAN><SPAN style="FONT-FAMILY: 宋体" lang=EN-US>RB1105</SPAN><SPAN style="FONT-FAMILY: 宋体">合约终盘报价<SPAN lang=EN-US>4856</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>13</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，日减仓<SPAN lang=EN-US>360</SPAN>。<SPAN lang=EN-US>RB1110</SPAN>合约终盘报价<SPAN lang=EN-US>4907</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>21</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持仓量为<SPAN lang=EN-US>727450</SPAN>，日减仓<SPAN lang=EN-US>18236</SPAN>。</SPAN><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"><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"><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1106合约高开低走，终盘报价4778，涨1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" 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>4750</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>40</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，广州报价<SPAN lang=EN-US>4830</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>4990</SPAN>，涨<SPAN lang=EN-US>10</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。 <SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="False" HasSpace="False" SourceValue="20" UnitName="mm"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt" lang=EN-US>20mm</SPAN></st1:chmetcnv><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt" lang=EN-US> HRB400</SPAN><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">螺纹钢上海报价<SPAN lang=EN-US>5040</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，涨<SPAN lang=EN-US>30</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，广州报价<SPAN lang=EN-US>5200</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平，北京报价<SPAN lang=EN-US>5110</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平，福州报价<SPAN lang=EN-US>5210</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，持平。<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-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>2</SPAN>）钢厂调价信息：<st1:chsdate IsROCDate="False" IsLunarDate="False" Day="14" Month="4" Year="2011" w:st="on"><SPAN lang=EN-US>4</SPAN>月<SPAN lang=EN-US>14</SPAN>日</st1:chsdate>酒钢兰州公司在“<st1:chsdate IsROCDate="False" IsLunarDate="False" Day="11" Month="04" Year="2011" w:st="on"><SPAN lang=EN-US>04</SPAN>月<SPAN lang=EN-US>11</SPAN>日</st1:chsdate>酒钢兰州公司建筑钢材价格调整信息”的基础上，对兰州市场建筑钢材价格调整，具体如下：线材价格上调<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" TCSC="0" NumberType="1" Negative="True" HasSpace="False" SourceValue="10" UnitName="mm">-10mm</st1:chmetcnv></SPAN>高线出厂价格为<SPAN lang=EN-US>4820</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。螺纹钢上调<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>16<st1:chmetcnv w:st="on" TCSC="0" NumberType="1" Negative="True" HasSpace="False" SourceValue="25" UnitName="mm">-25mm</st1:chmetcnv></SPAN>螺纹钢出厂价格为<SPAN lang=EN-US>4760</SPAN>元<SPAN lang=EN-US>/</SPAN>吨；小螺纹加价<SPAN lang=EN-US>270</SPAN>元<SPAN lang=EN-US>/</SPAN>吨，三级螺纹钢加价<SPAN lang=EN-US>150</SPAN>元<SPAN lang=EN-US>/</SPAN>吨。以上价格均为含税，执行日期自<st1:chsdate IsROCDate="False" IsLunarDate="False" Day="14" Month="04" Year="2011" w:st="on"><SPAN lang=EN-US>2011</SPAN>年<SPAN lang=EN-US>04</SPAN>月<SPAN lang=EN-US>14</SPAN>日起</st1:chsdate>。<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-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：据媒体报道，国家发改委一位内部人士透露，发改委拟对煤电矛盾突出的部分地区上网及销售电价进行“结构性调价”。由于通货膨胀以及高企的物价指数，发改委此次并不打算在全国范围内上调电价，仅对煤电矛盾突出的部分省份进行电价上调。该人士还透露，目前煤电矛盾突出的地区主要是产煤大省和缺煤省份。<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-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-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><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">小结：</SPAN></B><B style="mso-bidi-font-weight: normal"><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></B></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-bidi-font-size: 10.5pt">周四<SPAN lang=EN-US>RB1110</SPAN>合约于<SPAN lang=EN-US>4900</SPAN>附近展开窄幅整理。现货市场受昨日期价上涨支撑，今日多地区上调现货价，但成交相对平淡，对商家来说价格走高后的出货量并不理想，不过在较好的信心支撑下，多数商家继续保持着谨慎乐观的态度，从期货市场的成交量来看，<SPAN lang=EN-US>4900</SPAN>上方成交量开始萎缩可见投资者仍担心上方的压力，笔者认为，钢市在缺乏更多利多消息支撑下，期钢继续扩大涨幅的可能性减弱。操作上建议，短线<SPAN lang=EN-US>RB1110</SPAN>合约<SPAN lang=EN-US>4950-4850</SPAN>区间交易。<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-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" lang=EN-US><o:p> </o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体" lang=EN-US><o:p> </o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体">以上观点仅供参考，据此入市风险自负！<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></B></P>
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