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广发期货：钢价维持偏强走势 2021年02月24日 09:11 我的钢铁网
观点：当前宏观情绪高涨：疫苗上市后，全球经济复苏预期强，叠加美联储持续货币宽松，通胀预期利多商品价格。螺纹基本面：春节期间，螺纹累库至1521万吨，同比增加315万吨，去年在疫情影响下，需求后移，库存峰值达到2176万吨，今年就地过年需求复苏早，预计库存在节后第3-4周见顶下滑，峰值在1700-1800万吨水平，库存水平尚无压力，关注需求启动情况。盘面冲高回落，短期成本下移，盘面利润修复。但需求启动后，预计钢价维持偏强走势，前期多单可继续持有。
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