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国贸期货:焦炭现货提涨渐落地 逢低做多仍是主思路

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①焦炭期价高升水的结构经盘面调整以后变得相对合理及健康,8月第四周现货地二轮提涨登场,但并未完全落地,盘面走势抗跌。从基本面指标来看,焦化开工小幅增长,库存小幅下降,焦化出货较好,焦化库存直接向钢厂转移。


②下游高炉开工持稳,铁水产量保持历史同期高位,唐山限产阶段性加强,但更多约束烧结机及焦企,目前对高炉开工的影响尚不明显,焦炭需求仍保持刚性;9月以后市场或回归至金九银十小旺季的强预期兑现周期,由此向上游传导的驱动应该存在正向反馈。不过近期焦炭新产能投产的效率也在加快。


③焦化生产利润高企,而同期钢厂利润偏低,在行政性限产相对弱化的政策环境里,钢焦博弈仍是下半年市场化难以避免的矛盾,生产利润及限产政策的动态变化值得关注。
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