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广发期货：热轧卷板震荡偏强看待 2021年02月24日 09:11 我的钢铁网
行情预判：国内外疫情向好，宏观氛围回暖，盘面上涨修复预期差。目前板材产量仍然处于高位，整体处于累库周期，但碳中和、碳达峰政策及唐山限产政策频出，抑制产量释放，内外需求仍有增长空间，今年鼓励原地过年，节后需求或提前启动，关注节后需求实际恢复情况。目前盘面价格略低于华北地区热卷高炉成本，限制下跌空间。预计热卷整体走势震荡偏强，回调逢低做多为主，关注4500-4600一线支撑位表现。
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