图 1: 螺纹钢价格(元/吨) ..................................................................................................................... 4
图 2: 线材价格(元/吨) ......................................................................................................................... 4
图 3: 热轧板卷价格(元/吨) ................................................................................................................. 4
图 4: 中板价格(元/吨) ......................................................................................................................... 4
图 5: 国产矿及进口矿价格(元/湿吨) ................................................................................................. 5
图 6: 焦煤价格(元/吨) ......................................................................................................................... 6
图 7: 焦炭价格(元/吨) ......................................................................................................................... 6
图 8: 废钢价格(元/吨) ......................................................................................................................... 6
图 9: 螺纹钢期现差(元/吨) ................................................................................................................. 7
图 10: 铁矿石期现差(元/吨) ............................................................................................................... 7
图 11: 热轧板卷期现差(元/吨) ........................................................................................................... 7
图 12: 线材期现差(元/吨) ................................................................................................................... 7
图 13: 螺纹钢主要钢厂产量(万吨) ..................................................................................................... 8
图 14: 线材主要钢厂产量(万吨) ......................................................................................................... 8
图 15: 热轧板卷主要钢厂产量(万吨) ................................................................................................. 8
图 16: 2019-2023 年总库存(万吨) ...................................................................................................... 9
图 17: 2019-2023 年社会库存(万吨) .................................................................................................. 9
图 18: 2019-2023 年钢厂库存(万吨) .................................................................................................. 9
图 19: 螺纹钢表观消费量(万吨) ....................................................................................................... 10
图 20: 线材表观消费量(万吨) ........................................................................................................... 10
图 21: 热轧表观消费量(万吨) ........................................................................................................... 10
图 22: 中厚板表观消费量(万吨) ....................................................................................................... 10
图 23: 上海线螺采购量(吨) ............................................................................................................... 10
图 24: 建筑钢材成交量(吨) ............................................................................................................... 10
图 25: 螺纹钢滞后一月毛利(元/吨) ................................................................................................. 11
图 26: 高线滞后一月毛利(元/吨) ..................................................................................................... 11
图 27: 热卷滞后一月毛利(元/吨) ..................................................................................................... 11
图 28: 中厚板滞后一月毛利(元/吨) ................................................................................................. 11
图 29: 钢铁板块指数 ............................................................................................................................... 12
图 30: 申万行业周涨幅(9 月 9 日-9 月 15 日) ................................................................................. 12
图 31: 周涨幅前 5(截至 2023 年 9 月 15 日) ................................................................................... 12
图 32: 周跌幅前 5(截至 2023 年 9 月 15 日) ................................................................................... 12