螺纹钢周报：原料供应紧张VS钢厂减产力度

− VS Z0012648F03099747F03112665 1013 2023 3619 -0.82% 114.58% 18.96% 3505 -2.83% -93.11% -78.81% 3588 -1.89% -55.60% -70.47% 3629 -1.57% -8.07% -58.13% 3627 -1.49% 7.48% -20.62% 3614 -1.20% -19.88% -30.49% 36143613 -1.36%-1.39% 27.96% -0.37% 92.30% -75.26% 3608 -1.42% 6.12% -8.28% 3607 -1.23% 0.15% -94.33% 3610 -1.31% 4.58% -53.23% 3622 -0.96% 2.87% -84.51% 3797 -1.15% 13.78 -8.91% 3630 -2.16% 1.42 -3.22% 3680 -1.34% 0.72 -10.21% 3710 -2.11% 1.26 13.31% 3850 -1.53% 0.98 -16.67% 3.0 20.3 0.0 0.0 49.1 59.5 0% 70.8 .0 10 0% -2 0% -2 0% 90.1 .0 54 0% 54.4 .0 16 0% 59.5 0 2. 0% 26.0 07 0. 1.45 1.46 1.52 0% 3.2 06 -0. 4.33 4.39 4.33 0% -5 0% 68.7 .0 42 0% 32.6 .0 11 0% 63.2 .0 44 145.0 131.0 175.0 0% 27.1 0 2. 88.0 70.0 72.0 % 0 18.8 .0 -9 70.0 62.0 53.0 50 -6. 44 -9. 13 -9. 20 -5. 06 -1. 248.99 247.01 245.95 06 -1. 50.58 50.00 48.94 -175.0 -177.0 -118.0 2. 0 -224.0 -212.0 -181.0 - 12 .0 3865.0 3897.0 3908.0 -32 .0 3694.0 3732.0 3741.0 -38 .0 3854.0 3892.0 3901.0 -38 .0 4051.0 4090.0 4098.0 -39 .0 -60.0 -50.0 -40.0 - 10 .0 0.0 01 3. 6 61 .0 49 .0 30 .0 19 .0 -31 .0 12 .0 252.79 254.25 263.47 -1. 46 26.65 26.26 30.02 0. 39 31.03 32.18 34.48 -1. 15 28.34 27.93 31.93 0. 41 43.93 45.25 45.90 -1. 32 -1. 85 -1. 38 -0. 51 268.66 198.93 300.55 69. 73 -15 .87 1. 99 -1. 84 3. 83 -27 .70 202308F 202307F 202307 202306 202305 202304 202303 202302 202301 202212 202211 202210 202209 202208 GDP:(%) -- -- -- 6.30 -- -- 4.50 -- -- 2.90 -- -- 3.90 -- GDP:(%) -- -- -- 5.50 -- -- 4.50 -- -- 3.00 -- -- 3.00 -- CPI(%) 0.10 -0.50 -0.30 0.00 0.20 0.10 0.70 1.00 2.10 1.80 1.60 2.10 2.80 2.50 PPI(%) -2.83 -4.14 -4.40 -5.40 -4.60 -3.60 -2.50 -1.40 -0.80 -0.70 -1.30 -1.30 0.90 2.30 (%) 4.40 4.55 3.70 4.40 3.50 5.60 3.90 18.77 -9.79 1.30 2.20 5.00 6.30 4.20 :(%) 4.20 3.85 3.40 3.80 4.00 4.70 5.10 5.50 -- 5.10 5.30 5.80 5.90 5.80 :: (%) 6.20 6.01 5.70 6.00 6.00 6.40 7.00 8.10 -- 9.10 9.30 9.70 10.10 10.00 ::(%) -- 10.83 9.41 10.15 9.53 9.80 10.82 12.18 -- 11.52 11.65 11.39 11.20 10.37 : :(%) -8.20 -8.14 -8.50 -7.90 -7.20 -6.20 -5.80 -5.70 -- -10.00 -9.80 -8.80 -8.00 -7.40 (%) 5.70 5.27 2.50 3.10 12.70 18.40 10.60 3.50 -- -1.80 -5.90 -0.50 2.50 5.40 (%) -5.80 -4.80 -12.40 -6.90 -4.60 -8.10 -1.70 4.50 -20.80 -7.14 -10.60 -0.70 0.30 0.30 (%) -9.00 -11.49 -14.50 -12.40 -7.10 7.30 11.40 -2.70 -11.60 -11.43 -8.70 -0.30 5.70 7.10 () 700.00 727.40 805.97 707.21 663.94 869.67 783.87 127.63 937.37 719.82 698.40 851.50 847.40 793.90 M2(%) 11.20 11.14 10.70 11.30 11.60 12.40 12.70 12.90 12.60 11.80 12.40 11.80 12.10 12.20 :() 12,000.00 8,446.10 3,459.00 30,500.00 13,600.00 7,188.00 38,900.00 18,100.00 49,000.00 14,000.00 12,100.00 6,152.00 24,700.00 12,500.00 (%) 11.00 11.45 11.10 11.30 11.40 11.80 11.80 11.60 11.30 11.10 11.00 11.10 11.20 10.90 :( ) 24,000.00 11,220.77 5,282.00 42,242.00 15,560.00 12,263.00 53,862.00 31,623.00 59,954.00 13,058.00 19,900.00 9,079.00 35,300.00 24,300.00 (%) 9.30 9.22 8.90 9.00 9.50 10.00 10.00 9.90 9.40 9.60 10.00 10.30 10.60 10.50 1(%) -- -- 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1(%) -- -- 4.35 4.35 4.35 4.35 4.35 4.35 4.35 4.35 4.35 4.35 4.35 4.35 / 7.14 7.20 7.13 7.23 7.08 6.92 6.87 6.95 6.76 6.97 7.18 7.18 7.10 6.89 (PMI) 50.00 -- 49.30 49.00 48.80 49.20 51.90 52.60 50.10 47.00 48.00 49.20 50.10 49.40 (%) -- 5.30 5.30 5.20 5.20 5.20 5.30 5.60 5.50 5.50 5.70 5.50 5.50 5.30 造船完工量2798.002394.002626.00389.0031.42% 新承接船舶订单量5231.002805.004911.00755.006.49% 手持船舶订单量13155.0010203.009147.00365.00-11.62% 汽车1792.001735.801634.30251.308.13% 其中乘用车1550.501470.901277.50225.706.46% 其中新能源汽车515.70407.40191.8080.006.38% 冷柜1661.801572.902017.20220.902.51% 家用电冰箱6297.305591.005913.50838.30-1.32% 空调17745.0015722.1015219.801643.40-28.73% 家用洗衣机6460.705460.505591.50917.1026.08% 挖掘机(台）163049.00208417.00250007.0013354.000.88% 金属冶炼设备（吨）559499.40594916.00523864.4062804.50-11.35% 机械水泥专用设备（吨）270774.60264437.90274627.6033029.308.31% 小型拖拉机（万台）11.8011.1012.201.407.69% 大中型拖拉机（台）257074.00270467.00272638.0025093.0034.72% 集装箱(万立方米）5826.1011395.2014917.20893.7022.79% 中国汇总19855.009632.008196.002639.00-15.42% 其中水电721.001306.001273.00167.00827.78% 其中火电3429.001983.002894.00202.00-67.68% 其中核电119.00228.00340.000.00- 其中风电2892.001614.001463.00261.00-21.39% 其中太阳能11316.004447.002205.001600.00-14.62% 25.8916.90 224.0386.50 -323.9328.90 4.54.80 5.35.30 13.829.60 20.57.00 20.814.50 5.916.50 40.923.60 -37.4-22.10 -29.8-6.60 7.91.70 27.324.20 -23.1431-4.95 -41.4-49.10 121.95106.14 -30.13-44.79 36.4972.92 --47.81 115.7079.18 137.39154.46 汽车 其中新能源汽车 2106.90 627.80 1947.00 456.70 1862.30 215.70 285.80 90.40 10 - 27 46 37. .7 20 8. 5 9. .7 空调-12333.7512484.20           24% 3500 3600 3400 3400 3200 3200 3200 3000 3000 3000 HRB400EΦ20 HRB400EΦ20 HRB400EΦ20 4600 4400 4200 4000 3800 5500 5000 5500 5000 4600 4400 4200 4000 3800 3600 4400 4200 4000 3800 3600 3400 5500 5000 4500 4500 4500 4000 4000 4000 3500 3000 2022-09-082022-11-082023-01-082023-03-082023-05-082023-07-082023-09-08 3500 3000 2022-0