[SMM Daily Review of Rebar Futures: Macroeconomic Outlook Falls Short of Expectations, Rare Price Limit Down for Rebar Futures] Rebar futures plunged sharply, triggering a price limit down by the close, with the session ending at 3300, down 5.01%. Disappointment over macroeconomic expectations, coupled with the price limit down, drove market sentiment to its lowest point, resulting in a general decline in construction material prices across regions and weak market transactions. On the supply side, although steel mill profits were squeezed, production enthusiasm was not significantly impacted, with the impact of production cuts on construction materials diminishing this week and supply in the market rebounding. On the demand side, the market's expectations of macroeconomic policy benefits failed to materialize as anticipated, casting doubts on the growth of demand. Looking ahead, steel mill production will continue to recover, but with limited upside potential for demand, there may be risks of inventory accumulation for construction materials. Additionally, due to the disappointment in macroeconomic outlooks, steel prices are expected to fluctuate and weaken.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.