20240730-国泰期货-商品研究晨报-黑色系列_10页_3mb

报告摘要

Commodity Research
Guatangjunan Futures Research Institute

Hot Rolled Coil (HR) Plate (RHC): Expect increased market hedging, with prices experiencing lower highs and reversals.
Silicon Iron: Market sentiment will be affected by energy consumption controls, leading to wide price fluctuations.
Magnesium Silicate: The conflict between buyers and sellers is escalating, with downward adjustments to valuations expected.
Coking Coal: A cycle of price reductions may begin, with the market trending sideways or fluctuating.
Pulverized Coal: Demand remains stable, supporting the possibility of prices trading at high levels with revisions.
Glass: Downstream purchasing remains cautious, with overall sentiment leaning towards观望 (caution).