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股指：

消(xiao)(xiao)息面上，3月(yue)(yue)14日，人(ren)(ren)民銀行(xing)發(fa)布最(zui)新(xin)(xin)的(de)(de)(de)金融(rong)和社會(hui)融(rong)資(zi)數(shu)(shu)據顯示，2月(yue)(yue)末廣義貨(huo)幣（M2）余額為320.52萬(wan)(wan)億(yi)元，同(tong)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)(chang)7.0%；前兩個月(yue)(yue)，人(ren)(ren)民幣貸款增(zeng)(zeng)(zeng)(zeng)(zeng)加(jia)(jia)6.14萬(wan)(wan)億(yi)元，其中(zhong)(zhong)，2月(yue)(yue)單月(yue)(yue)新(xin)(xin)增(zeng)(zeng)(zeng)(zeng)(zeng)人(ren)(ren)民幣貸款近萬(wan)(wan)億(yi)元；2月(yue)(yue)末社會(hui)融(rong)資(zi)規模(mo)存量為417.29萬(wan)(wan)億(yi)元，同(tong)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)(chang)8.2%；2月(yue)(yue)社融(rong)增(zeng)(zeng)(zeng)(zeng)(zeng)量2.24萬(wan)(wan)億(yi)元，同(tong)比(bi)(bi)(bi)多增(zeng)(zeng)(zeng)(zeng)(zeng)7416億(yi)元。3月(yue)(yue)16日，中(zhong)(zhong)共中(zhong)(zhong)央(yang)辦(ban)(ban)公廳及國辦(ban)(ban)印發(fa)《提(ti)振消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)專項行(xing)動(dong)方案》，圍繞提(ti)升消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)能(neng)(neng)力(li)、釋放消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)意(yi)愿(yuan)、優化(hua)消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)環境、解決消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)堵點，部署了(le)一(yi)系列力(li)度大(da)、覆蓋廣的(de)(de)(de)舉措(cuo)，進一(yi)步(bu)完善促進消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)的(de)(de)(de)體制(zhi)機制(zhi)，打開消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)市場(chang)新(xin)(xin)空間，為推動(dong)中(zhong)(zhong)國經(jing)(jing)濟(ji)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)(chang)模(mo)式向更加(jia)(jia)注重消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)轉型按下“加(jia)(jia)速鍵”。3月(yue)(yue)17日，國家(jia)統計局發(fa)布數(shu)(shu)據顯示，今年(nian)(nian)(nian)1至2月(yue)(yue)全(quan)(quan)國規模(mo)以上工業增(zeng)(zeng)(zeng)(zeng)(zeng)加(jia)(jia)值同(tong)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)(chang)5.9%，比(bi)(bi)(bi)上年(nian)(nian)(nian)全(quan)(quan)年(nian)(nian)(nian)加(jia)(jia)快(kuai)0.1個百分點；全(quan)(quan)國服(fu)務(wu)業生(sheng)產指數(shu)(shu)同(tong)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)(chang)5.6%，比(bi)(bi)(bi)上年(nian)(nian)(nian)全(quan)(quan)年(nian)(nian)(nian)加(jia)(jia)快(kuai)0.4個百分點；社會(hui)消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)品零(ling)售總額同(tong)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)(chang)4.0%，比(bi)(bi)(bi)上年(nian)(nian)(nian)全(quan)(quan)年(nian)(nian)(nian)加(jia)(jia)快(kuai)0.5個百分點；全(quan)(quan)國固定資(zi)產投資(zi)（不含農戶）同(tong)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)(chang)4.1%，比(bi)(bi)(bi)上年(nian)(nian)(nian)全(quan)(quan)年(nian)(nian)(nian)加(jia)(jia)快(kuai)0.9個百分點；貨(huo)物出(chu)(chu)(chu)口38812億(yi)元，同(tong)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)長(chang)(chang)(chang)(chang)(chang)(chang)3.4%。國民經(jing)(jing)濟(ji)起步(bu)平穩，發(fa)展態勢向新(xin)(xin)向好(hao)。海(hai)外(wai)方面，國3月(yue)(yue)消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)者(zhe)(zhe)信(xin)(xin)心(xin)驟降至近兩年(nian)(nian)(nian)半最(zui)低，通脹(zhang)(zhang)(zhang)預期(qi)急升，因擔心(xin)美(mei)國的(de)(de)(de)全(quan)(quan)面關稅(shui)會(hui)刺激物價并(bing)削弱經(jing)(jing)濟(ji)。密歇根大(da)學(xue)消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)者(zhe)(zhe)上周五的(de)(de)(de)調查報告(gao)稱(cheng)，消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)者(zhe)(zhe)信(xin)(xin)心(xin)和通脹(zhang)(zhang)(zhang)預期(qi)的(de)(de)(de)惡化(hua)跨越了(le)黨(dang)派，消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)者(zhe)(zhe)稱(cheng)“經(jing)(jing)濟(ji)政(zheng)(zheng)策(ce)的(de)(de)(de)頻繁(fan)變動(dong)使(shi)消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)者(zhe)(zhe)很難對未來(lai)做出(chu)(chu)(chu)規劃”。3月(yue)(yue)消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)者(zhe)(zhe)信(xin)(xin)心(xin)指數(shu)(shu)降至57.9的(de)(de)(de)2022年(nian)(nian)(nian)11月(yue)(yue)以來(lai)最(zui)低，預估為63.1。消(xiao)(xiao)費(fei)(fei)(fei)(fei)(fei)(fei)者(zhe)(zhe)一(yi)年(nian)(nian)(nian)通脹(zhang)(zhang)(zhang)預期(qi)躍升至4.9%的(de)(de)(de)2022年(nian)(nian)(nian)11月(yue)(yue)以來(lai)最(zui)高(gao)。五年(nian)(nian)(nian)通脹(zhang)(zhang)(zhang)預期(qi)升至3.9%的(de)(de)(de)1993年(nian)(nian)(nian)2月(yue)(yue)以來(lai)最(zui)高(gao)。國財政(zheng)(zheng)部長(chang)(chang)(chang)(chang)(chang)(chang)貝森特在(zai)周日播出(chu)(chu)(chu)的(de)(de)(de)一(yi)次訪談中(zhong)(zhong)表(biao)示，雖(sui)然可能(neng)(neng)會(hui)出(chu)(chu)(chu)現(xian)調整，但“不能(neng)(neng)保證(zheng)”美(mei)國不會(hui)出(chu)(chu)(chu)現(xian)經(jing)(jing)濟(ji)衰退(tui)。不過貝森特排除了(le)發(fa)生(sheng)金融(rong)危(wei)機的(de)(de)(de)可能(neng)(neng)性(xing)。

國債：

公(gong)(gong)開市場方(fang)(fang)(fang)面，人民(min)銀行(xing)3月(yue)(yue)(yue)17日(ri)公(gong)(gong)告(gao)稱，為保(bao)持銀行(xing)體系流動性充裕，以(yi)固(gu)定利(li)率、數量(liang)(liang)招標(biao)方(fang)(fang)(fang)式開展了4810億元(yuan)(yuan)(yuan)7天(tian)期逆回(hui)購(gou)操作，中標(biao)利(li)率為1.5%。今日(ri)公(gong)(gong)開市場有965億元(yuan)(yuan)(yuan)逆回(hui)購(gou)以(yi)及3870億元(yuan)(yuan)(yuan)MLF到(dao)期，凈回(hui)籠25億元(yuan)(yuan)(yuan)。資金面方(fang)(fang)(fang)面，上海銀行(xing)間同(tong)業拆(chai)放利(li)率(Shibor)漲跌互現，隔(ge)夜shibor報1.8050%，下行(xing)0.60個基(ji)點；7天(tian)shibor報1.8190%，上行(xing)7.70個基(ji)點。銀行(xing)間回(hui)購(gou)定盤(pan)利(li)率方(fang)(fang)(fang)面，FR001報1.90%；FR007報1.92%；FR014報1.95%。3月(yue)(yue)(yue)14日(ri)，人民(min)銀行(xing)發布最新的(de)金融和社(she)會融資數據顯示(shi)，2月(yue)(yue)(yue)末廣義貨(huo)幣(bi)(bi)（M2）余額為320.52萬(wan)億元(yuan)(yuan)(yuan)，同(tong)比(bi)增(zeng)長7.0%；前兩個月(yue)(yue)(yue)，人民(min)幣(bi)(bi)貸款增(zeng)加6.14萬(wan)億元(yuan)(yuan)(yuan)，其(qi)中，2月(yue)(yue)(yue)單月(yue)(yue)(yue)新增(zeng)人民(min)幣(bi)(bi)貸款近萬(wan)億元(yuan)(yuan)(yuan)；2月(yue)(yue)(yue)末社(she)會融資規(gui)模存量(liang)(liang)為417.29萬(wan)億元(yuan)(yuan)(yuan)，同(tong)比(bi)增(zeng)長8.2%；2月(yue)(yue)(yue)社(she)融增(zeng)量(liang)(liang)2.24萬(wan)億元(yuan)(yuan)(yuan)，同(tong)比(bi)多增(zeng)7416億元(yuan)(yuan)(yuan)。

貴金屬：

美(mei)國(guo)(guo)3月消費(fei)者(zhe)信(xin)心驟降至(zhi)近(jin)兩年(nian)半(ban)最低(di)(di)，通(tong)脹預(yu)期急(ji)升(sheng)，因擔心美(mei)國(guo)(guo)的(de)(de)(de)(de)全面關稅(shui)會(hui)刺激物價并削弱(ruo)經濟(ji)。密歇根(gen)大學消費(fei)者(zhe)上(shang)周五的(de)(de)(de)(de)調查報告(gao)稱，消費(fei)者(zhe)信(xin)心和通(tong)脹預(yu)期的(de)(de)(de)(de)惡(e)化(hua)跨越了黨(dang)派，消費(fei)者(zhe)稱“經濟(ji)政策的(de)(de)(de)(de)頻繁(fan)變動使消費(fei)者(zhe)很(hen)難對未來(lai)做出規劃”。3月消費(fei)者(zhe)信(xin)心指數降至(zhi)57.9的(de)(de)(de)(de)2022年(nian)11月以(yi)來(lai)最低(di)(di)，預(yu)估為63.1。消費(fei)者(zhe)一(yi)年(nian)通(tong)脹預(yu)期躍升(sheng)至(zhi)4.9%的(de)(de)(de)(de)2022年(nian)11月以(yi)來(lai)最高。五年(nian)通(tong)脹預(yu)期升(sheng)至(zhi)3.9%的(de)(de)(de)(de)1993年(nian)2月以(yi)來(lai)最高。國(guo)(guo)財政部長(chang)貝(bei)(bei)森特(te)在(zai)周日播出的(de)(de)(de)(de)一(yi)次(ci)訪(fang)談中(zhong)表示(shi)，雖然可能會(hui)出現調整，但“不能保(bao)證”美(mei)國(guo)(guo)不會(hui)出現經濟(ji)衰退。不過貝(bei)(bei)森特(te)排除了發(fa)生金融危機的(de)(de)(de)(de)可能性。

螺紋：3月14日(ri)(ri)(ri)247家(jia)(jia)(jia)(jia)(jia)鋼(gang)廠(chang)高爐(lu)(lu)(lu)開工率(lv)80.58%，環(huan)(huan)(huan)(huan)比(bi)(bi)(bi)上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)(zeng)加1.07個(ge)(ge)(ge)百(bai)(bai)分(fen)點，同比(bi)(bi)(bi)去年(nian)(nian)(nian)增(zeng)(zeng)(zeng)(zeng)加4.43個(ge)(ge)(ge)百(bai)(bai)分(fen)點 ；高爐(lu)(lu)(lu)煉鐵產(chan)能(neng)利用率(lv)86.57%，環(huan)(huan)(huan)(huan)比(bi)(bi)(bi)上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)(zeng)加0.03個(ge)(ge)(ge)百(bai)(bai)分(fen)點 ，同比(bi)(bi)(bi)去年(nian)(nian)(nian)增(zeng)(zeng)(zeng)(zeng)加3.99個(ge)(ge)(ge)百(bai)(bai)分(fen)點；鋼(gang)廠(chang)盈利率(lv)53.25%，環(huan)(huan)(huan)(huan)比(bi)(bi)(bi)上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)持平(ping)(ping)(ping)，同比(bi)(bi)(bi)去年(nian)(nian)(nian)增(zeng)(zeng)(zeng)(zeng)加32.04個(ge)(ge)(ge)百(bai)(bai)分(fen)點；日(ri)(ri)(ri)均(jun)(jun)鐵水產(chan)量(liang) 230.59萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)比(bi)(bi)(bi)上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)(zeng)加0.08萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，同比(bi)(bi)(bi)去年(nian)(nian)(nian)增(zeng)(zeng)(zeng)(zeng)加9.77萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)。本(ben)(ben)(ben)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)螺紋鋼(gang)總(zong)庫(ku)(ku)(ku)(ku)存(cun)(cun)(cun)為(wei)853.78萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)為(wei)859.9萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，本(ben)(ben)(ben)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)去庫(ku)(ku)(ku)(ku)6.12萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)去庫(ku)(ku)(ku)(ku)3.54萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)。近年(nian)(nian)(nian)同期表(biao)現(xian)為(wei)：2024年(nian)(nian)(nian)累(lei)庫(ku)(ku)(ku)(ku)6.15萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，2023年(nian)(nian)(nian)去庫(ku)(ku)(ku)(ku)46.2萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，2022年(nian)(nian)(nian)去庫(ku)(ku)(ku)(ku)36.55萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)。此外，本(ben)(ben)(ben)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)表(biao)需233.22萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)220.35萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，近年(nian)(nian)(nian)同期水平(ping)(ping)(ping)為(wei)：2024年(nian)(nian)(nian)212.38萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，2023年(nian)(nian)(nian)350.13萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，2022年(nian)(nian)(nian)308.38萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)。3月12日(ri)(ri)(ri)全國104家(jia)(jia)(jia)(jia)(jia)電爐(lu)(lu)(lu)廠(chang)產(chan)能(neng)利用率(lv)為(wei)39.4%，較(jiao)上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)(zeng)3個(ge)(ge)(ge)百(bai)(bai)分(fen)點。當前104家(jia)(jia)(jia)(jia)(jia)電爐(lu)(lu)(lu)廢鋼(gang)日(ri)(ri)(ri)耗22.78萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)上(shang)(shang)(shang)(shang)(shang)期0.63萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，增(zeng)(zeng)(zeng)(zeng)幅(fu)2.7%。電爐(lu)(lu)(lu)鋼(gang)廠(chang)在(zai)產(chan)家(jia)(jia)(jia)(jia)(jia)數目(mu)(mu)前為(wei)79家(jia)(jia)(jia)(jia)(jia)，較(jiao)上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)增(zeng)(zeng)(zeng)(zeng)3家(jia)(jia)(jia)(jia)(jia)，在(zai)產(chan)家(jia)(jia)(jia)(jia)(jia)數占比(bi)(bi)(bi)75.9%。整體上(shang)(shang)(shang)(shang)(shang)104家(jia)(jia)(jia)(jia)(jia)電爐(lu)(lu)(lu)日(ri)(ri)(ri)耗上(shang)(shang)(shang)(shang)(shang)升至近5個(ge)(ge)(ge)月新(xin)高水平(ping)(ping)(ping)。具(ju)體來(lai)看，目(mu)(mu)前華(hua)東(dong)18家(jia)(jia)(jia)(jia)(jia)電爐(lu)(lu)(lu)平(ping)(ping)(ping)均(jun)(jun)生(sheng)產(chan)時(shi)(shi)(shi)(shi)長(chang)(chang)為(wei)10.8小(xiao)時(shi)(shi)(shi)(shi)左右（減(jian)(jian)0.2小(xiao)時(shi)(shi)(shi)(shi)）；華(hua)南29家(jia)(jia)(jia)(jia)(jia)電爐(lu)(lu)(lu)平(ping)(ping)(ping)均(jun)(jun)生(sheng)產(chan)時(shi)(shi)(shi)(shi)長(chang)(chang)為(wei)7.2小(xiao)時(shi)(shi)(shi)(shi)（持平(ping)(ping)(ping)）；西(xi)部31家(jia)(jia)(jia)(jia)(jia)電爐(lu)(lu)(lu)平(ping)(ping)(ping)均(jun)(jun)生(sheng)產(chan)時(shi)(shi)(shi)(shi)長(chang)(chang)為(wei)8.2小(xiao)時(shi)(shi)(shi)(shi)（減(jian)(jian)0.4小(xiao)時(shi)(shi)(shi)(shi)）；華(hua)中(zhong)14家(jia)(jia)(jia)(jia)(jia)電爐(lu)(lu)(lu)平(ping)(ping)(ping)均(jun)(jun)生(sheng)產(chan)時(shi)(shi)(shi)(shi)長(chang)(chang)為(wei)6.7小(xiao)時(shi)(shi)(shi)(shi)（增(zeng)(zeng)(zeng)(zeng)0.7小(xiao)時(shi)(shi)(shi)(shi)），新(xin)增(zeng)(zeng)(zeng)(zeng)2家(jia)(jia)(jia)(jia)(jia)電爐(lu)(lu)(lu)復(fu)產(chan)；京津冀山東(dong)區域12家(jia)(jia)(jia)(jia)(jia)電爐(lu)(lu)(lu)鋼(gang)企(qi)平(ping)(ping)(ping)均(jun)(jun)生(sheng)產(chan)時(shi)(shi)(shi)(shi)長(chang)(chang)為(wei)14.4小(xiao)時(shi)(shi)(shi)(shi)（增(zeng)(zeng)(zeng)(zeng)3.6小(xiao)時(shi)(shi)(shi)(shi)），新(xin)增(zeng)(zeng)(zeng)(zeng)1家(jia)(jia)(jia)(jia)(jia)電爐(lu)(lu)(lu)復(fu)產(chan)。本(ben)(ben)(ben)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)建(jian)筑鋼(gang)材庫(ku)(ku)(ku)(ku)存(cun)(cun)(cun)總(zong)量(liang)為(wei)621.80萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)環(huan)(huan)(huan)(huan)比(bi)(bi)(bi)增(zeng)(zeng)(zeng)(zeng)加2.25萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(+0.36%)，包含(han)30個(ge)(ge)(ge)城市(shi)(shi)，共(gong)(gong)計(ji)(ji)79個(ge)(ge)(ge)倉庫(ku)(ku)(ku)(ku)；本(ben)(ben)(ben)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)熱卷(juan)庫(ku)(ku)(ku)(ku)存(cun)(cun)(cun)總(zong)量(liang)為(wei)273.90萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)環(huan)(huan)(huan)(huan)比(bi)(bi)(bi)減(jian)(jian)少1.19萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(-0.43%)，包含(han)15個(ge)(ge)(ge)城市(shi)(shi)，共(gong)(gong)計(ji)(ji)47個(ge)(ge)(ge)倉庫(ku)(ku)(ku)(ku)；本(ben)(ben)(ben)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)中(zhong)厚板庫(ku)(ku)(ku)(ku)存(cun)(cun)(cun)總(zong)量(liang)69.90萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)環(huan)(huan)(huan)(huan)比(bi)(bi)(bi)減(jian)(jian)少1.57萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(-2.20%)，包含(han)9個(ge)(ge)(ge)城市(shi)(shi)，共(gong)(gong)計(ji)(ji)14個(ge)(ge)(ge)倉庫(ku)(ku)(ku)(ku)；本(ben)(ben)(ben)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)冷軋涂鍍庫(ku)(ku)(ku)(ku)存(cun)(cun)(cun)總(zong)量(liang)為(wei)112.66萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)上(shang)(shang)(shang)(shang)(shang)周(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)(zhou)環(huan)(huan)(huan)(huan)比(bi)(bi)(bi)減(jian)(jian)少3.01萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(-2.60%)，包含(han)5個(ge)(ge)(ge)城市(shi)(shi)，共(gong)(gong)計(ji)(ji)14個(ge)(ge)(ge)倉庫(ku)(ku)(ku)(ku)。

鐵(tie)礦(kuang)(kuang)(kuang)(kuang)石(shi)(shi)：2025年(nian)(nian)03月10日(ri)-03月16日(ri)中(zhong)國(guo)(guo)(guo)47港(gang)(gang)鐵(tie)礦(kuang)(kuang)(kuang)(kuang)石(shi)(shi)到港(gang)(gang)總(zong)(zong)(zong)(zong)量(liang)(liang)(liang)(liang)2995.0萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)加(jia)1089.8萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；中(zhong)國(guo)(guo)(guo)45港(gang)(gang)鐵(tie)礦(kuang)(kuang)(kuang)(kuang)石(shi)(shi)到港(gang)(gang)總(zong)(zong)(zong)(zong)量(liang)(liang)(liang)(liang)2876.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)加(jia)1037.8萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；北(bei)方六港(gang)(gang)鐵(tie)礦(kuang)(kuang)(kuang)(kuang)石(shi)(shi)到港(gang)(gang)總(zong)(zong)(zong)(zong)量(liang)(liang)(liang)(liang)1431.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)加(jia)465.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。澳洲(zhou)巴(ba)西鐵(tie)礦(kuang)(kuang)(kuang)(kuang)發(fa)(fa)運(yun)(yun)(yun)(yun)(yun)總(zong)(zong)(zong)(zong)量(liang)(liang)(liang)(liang)2353.7萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)減少(shao)288.8萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。澳洲(zhou)發(fa)(fa)運(yun)(yun)(yun)(yun)(yun)量(liang)(liang)(liang)(liang)1873.2萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)加(jia)47.0萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，其中(zhong)澳洲(zhou)發(fa)(fa)往中(zhong)國(guo)(guo)(guo)的(de)量(liang)(liang)(liang)(liang)1538.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)加(jia)51.0萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。巴(ba)西發(fa)(fa)運(yun)(yun)(yun)(yun)(yun)量(liang)(liang)(liang)(liang)480.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)減少(shao)335.8萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。本期(qi)全(quan)球(qiu)鐵(tie)礦(kuang)(kuang)(kuang)(kuang)石(shi)(shi)發(fa)(fa)運(yun)(yun)(yun)(yun)(yun)總(zong)(zong)(zong)(zong)量(liang)(liang)(liang)(liang)2863.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)減少(shao)296.3萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。3月14日(ri)，全(quan)國(guo)(guo)(guo)45個(ge)港(gang)(gang)口(kou)(kou)(kou)進口(kou)(kou)(kou)鐵(tie)礦(kuang)(kuang)(kuang)(kuang)石(shi)(shi)庫(ku)存總(zong)(zong)(zong)(zong)量(liang)(liang)(liang)(liang)14420.85萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)降(jiang)(jiang)(jiang)157.03萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，45港(gang)(gang)日(ri)均(jun)疏(shu)港(gang)(gang)量(liang)(liang)(liang)(liang)308.58萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)4.93萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。全(quan)國(guo)(guo)(guo)47個(ge)港(gang)(gang)口(kou)(kou)(kou)進口(kou)(kou)(kou)鐵(tie)礦(kuang)(kuang)(kuang)(kuang)庫(ku)存為(wei)14895.85萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)降(jiang)(jiang)(jiang)192.03萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；日(ri)均(jun)疏(shu)港(gang)(gang)量(liang)(liang)(liang)(liang)321.58萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)增(zeng)(zeng)(zeng)4.50萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。3月14日(ri)：全(quan)國(guo)(guo)(guo)主港(gang)(gang)鐵(tie)礦(kuang)(kuang)(kuang)(kuang)石(shi)(shi)成交72.3萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)跌7.59%；遠(yuan)期(qi)現貨成交57.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。全(quan)國(guo)(guo)(guo)44家(jia)樣本生(sheng)鐵(tie)企業高爐產能(neng)利(li)用(yong)率為(wei)61.27%，周環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)下降(jiang)(jiang)(jiang)0.48%，月環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)上升6.52%。廠(chang)內生(sheng)鐵(tie)庫(ku)存72.47萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，周環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)加(jia)6.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，月環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)加(jia)9.26萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。3月13日(ri)Mysteel統計新口(kou)(kou)(kou)徑(jing)114家(jia)鋼廠(chang)進口(kou)(kou)(kou)燒(shao)結(jie)粉(fen)總(zong)(zong)(zong)(zong)庫(ku)存2934.49萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)上期(qi)增(zeng)(zeng)(zeng)38.27萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。進口(kou)(kou)(kou)燒(shao)結(jie)粉(fen)總(zong)(zong)(zong)(zong)日(ri)耗(hao)111.16萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，降(jiang)(jiang)(jiang)0.07萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。庫(ku)存消費比(bi)(bi)(bi)(bi)(bi)(bi)(bi)26.4，增(zeng)(zeng)(zeng)0.36。原口(kou)(kou)(kou)徑(jing)64家(jia)鋼廠(chang)進口(kou)(kou)(kou)燒(shao)結(jie)粉(fen)總(zong)(zong)(zong)(zong)庫(ku)存1262.15萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，增(zeng)(zeng)(zeng)28.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。進口(kou)(kou)(kou)燒(shao)結(jie)粉(fen)總(zong)(zong)(zong)(zong)日(ri)耗(hao)54.96萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，增(zeng)(zeng)(zeng)0.68萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。燒(shao)結(jie)礦(kuang)(kuang)(kuang)(kuang)中(zhong)平(ping)均(jun)使用(yong)進口(kou)(kou)(kou)礦(kuang)(kuang)(kuang)(kuang)配比(bi)(bi)(bi)(bi)(bi)(bi)(bi)86.98%，降(jiang)(jiang)(jiang)0.25個(ge)百分點。鋼廠(chang)不含稅平(ping)均(jun)鐵(tie)水成本2446元/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，降(jiang)(jiang)(jiang)20元/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。此外(wai)，新口(kou)(kou)(kou)徑(jing)114家(jia)鋼廠(chang)剔除長期(qi)停產樣本后不含稅鐵(tie)水成本2444元/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，降(jiang)(jiang)(jiang)22元/噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。全(quan)國(guo)(guo)(guo)47個(ge)港(gang)(gang)口(kou)(kou)(kou)進口(kou)(kou)(kou)鐵(tie)礦(kuang)(kuang)(kuang)(kuang)庫(ku)存為(wei)15756.40，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)降(jiang)(jiang)(jiang)174.14；日(ri)均(jun)疏(shu)港(gang)(gang)量(liang)(liang)(liang)(liang)314.53增(zeng)(zeng)(zeng)2.02。分量(liang)(liang)(liang)(liang)方面，澳礦(kuang)(kuang)(kuang)(kuang)6676.41降(jiang)(jiang)(jiang)56.12，巴(ba)西礦(kuang)(kuang)(kuang)(kuang)6274.90降(jiang)(jiang)(jiang)94.82；貿易(yi)礦(kuang)(kuang)(kuang)(kuang)10323.17增(zeng)(zeng)(zeng)60.95，粗粉(fen)12236.56降(jiang)(jiang)(jiang)213.19；塊礦(kuang)(kuang)(kuang)(kuang)1956.49降(jiang)(jiang)(jiang)9.84，精粉(fen)1113.76增(zeng)(zeng)(zeng)49.59，球(qiu)團(tuan)449.59降(jiang)(jiang)(jiang)0.70，在港(gang)(gang)船舶數57條降(jiang)(jiang)(jiang)10條。2025年(nian)(nian)03月03日(ri)—03月09日(ri)Mysteel澳洲(zhou)巴(ba)西鐵(tie)礦(kuang)(kuang)(kuang)(kuang)發(fa)(fa)運(yun)(yun)(yun)(yun)(yun)總(zong)(zong)(zong)(zong)量(liang)(liang)(liang)(liang)2642.5萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)減少(shao)95.1萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。澳洲(zhou)發(fa)(fa)運(yun)(yun)(yun)(yun)(yun)量(liang)(liang)(liang)(liang)1826.2萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)減少(shao)115.1萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，其中(zhong)澳洲(zhou)發(fa)(fa)往中(zhong)國(guo)(guo)(guo)的(de)量(liang)(liang)(liang)(liang)1487.4萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)減少(shao)80.9萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。巴(ba)西發(fa)(fa)運(yun)(yun)(yun)(yun)(yun)量(liang)(liang)(liang)(liang)816.3萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環(huan)(huan)(huan)(huan)(huan)比(bi)(bi)(bi)(bi)(bi)(bi)(bi)增(zeng)(zeng)(zeng)加(jia)20.1萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。

雙焦(jiao)(jiao)(jiao)(jiao)(jiao)：本(ben)周全(quan)國(guo)30家(jia)獨(du)立(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)化廠(chang)(chang)噸(dun)(dun)(dun)(dun)(dun)(dun)焦(jiao)(jiao)(jiao)(jiao)(jiao)盈利(li)情(qing)況(kuang)，全(quan)國(guo)平(ping)均(jun)(jun)噸(dun)(dun)(dun)(dun)(dun)(dun)焦(jiao)(jiao)(jiao)(jiao)(jiao)盈利(li)-27元(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)(dun)；山(shan)西準一級(ji)(ji)焦(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)盈利(li)0元(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)(dun)，山(shan)東準一級(ji)(ji)焦(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)盈利(li)20元(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)(dun)，內蒙(meng)(meng)(meng)(meng)二級(ji)(ji)焦(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)盈利(li)-91元(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)(dun)，河(he)北準一級(ji)(ji)焦(jiao)(jiao)(jiao)(jiao)(jiao)平(ping)均(jun)(jun)盈利(li)32元(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)(dun)。蒙(meng)(meng)(meng)(meng)古國(guo)進口煉焦(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)市場受制(zhi)于高(gao)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)弱需求的核心(xin)矛盾，，ER公(gong)司蒙(meng)(meng)(meng)(meng)3精煤(mei)(mei)(mei)連續(xu)60場流拍(pai)后首次(ci)底價(jia)800元(yuan)(yuan)/噸(dun)(dun)(dun)(dun)(dun)(dun)成交。現甘其(qi)毛(mao)都口岸：蒙(meng)(meng)(meng)(meng)5#原(yuan)煤(mei)(mei)(mei)880，蒙(meng)(meng)(meng)(meng)5#精煤(mei)(mei)(mei)1050，蒙(meng)(meng)(meng)(meng)4#原(yuan)煤(mei)(mei)(mei)870，蒙(meng)(meng)(meng)(meng)3#精煤(mei)(mei)(mei)1010，1/3焦(jiao)(jiao)(jiao)(jiao)(jiao)原(yuan)煤(mei)(mei)(mei)720；河(he)北唐(tang)山(shan)：蒙(meng)(meng)(meng)(meng)5#精煤(mei)(mei)(mei)1270；策克口岸：馬(ma)克A590，馬(ma)克西620，歐(ou)斯克A490，歐(ou)斯克B690，南戈壁A750，南戈壁B460，泰拉(la)原(yuan)煤(mei)(mei)(mei)1000，巴音(yin)低硫(liu)肥(fei)精煤(mei)(mei)(mei)830，巴音(yin)低硫(liu)氣肥(fei)精煤(mei)(mei)(mei)800；滿都拉(la)口岸：主(zhu)焦(jiao)(jiao)(jiao)(jiao)(jiao)精煤(mei)(mei)(mei)840，氣原(yuan)煤(mei)(mei)(mei)570。本(ben)周Mysteel統計獨(du)立(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)企(qi)全(quan)樣(yang)本(ben)：產(chan)能利(li)用(yong)率(lv)(lv)(lv)為70.03%減(jian)(jian)(jian)0.85%；焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)日(ri)均(jun)(jun)產(chan)量(liang)62.46減(jian)(jian)(jian)0.77，焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)147.26減(jian)(jian)(jian)6.86，煉焦(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)總庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)780.51減(jian)(jian)(jian)7.62，焦(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)可(ke)用(yong)天(tian)數9.4天(tian)增(zeng)(zeng)(zeng)(zeng)0.03天(tian)。本(ben)周Mysteel統計全(quan)國(guo)230家(jia)獨(du)立(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)企(qi)樣(yang)本(ben)：產(chan)能利(li)用(yong)率(lv)(lv)(lv)為69.31%減(jian)(jian)(jian)1.07%；焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)日(ri)均(jun)(jun)產(chan)量(liang)49.53減(jian)(jian)(jian)0.76，焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)80.56減(jian)(jian)(jian)6.76，煉焦(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)總庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)659.92減(jian)(jian)(jian)5.8，焦(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)可(ke)用(yong)天(tian)數10.0天(tian)增(zeng)(zeng)(zeng)(zeng)0.07天(tian)。本(ben)周Mysteel統計獨(du)立(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)企(qi)全(quan)樣(yang)本(ben)：產(chan)能利(li)用(yong)率(lv)(lv)(lv)為70.03%減(jian)(jian)(jian)0.85%；焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)日(ri)均(jun)(jun)產(chan)量(liang)62.46減(jian)(jian)(jian)0.77，焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)147.26減(jian)(jian)(jian)6.86，煉焦(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)總庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)780.51減(jian)(jian)(jian)7.62，焦(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)可(ke)用(yong)天(tian)數9.4天(tian)增(zeng)(zeng)(zeng)(zeng)0.03天(tian)。本(ben)周Mysteel統計全(quan)國(guo)230家(jia)獨(du)立(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)企(qi)樣(yang)本(ben)：產(chan)能利(li)用(yong)率(lv)(lv)(lv)為69.31%減(jian)(jian)(jian)1.07%；焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)日(ri)均(jun)(jun)產(chan)量(liang)49.53減(jian)(jian)(jian)0.76，焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)80.56減(jian)(jian)(jian)6.76，煉焦(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)總庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)659.92減(jian)(jian)(jian)5.8，焦(jiao)(jiao)(jiao)(jiao)(jiao)煤(mei)(mei)(mei)可(ke)用(yong)天(tian)數10.0天(tian)增(zeng)(zeng)(zeng)(zeng)0.07天(tian)。終端消耗(hao)量(liang)未有(you)提(ti)升，鋼廠(chang)(chang)面(mian)臨出貨不暢的情(qing)況(kuang)，因此(ci)選擇主(zhu)動增(zeng)(zeng)(zeng)(zeng)產(chan)的鋼廠(chang)(chang)不多，對焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)采購保(bao)持謹慎(shen)。獨(du)立(li)焦(jiao)(jiao)(jiao)(jiao)(jiao)企(qi)在(zai)低利(li)潤壓(ya)制(zhi)下，產(chan)能利(li)用(yong)率(lv)(lv)(lv)續(xu)降(jiang)至(zhi)(zhi)70%，日(ri)均(jun)(jun)產(chan)量(liang)創10個月低位，焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)環(huan)降(jiang)4.45%至(zhi)(zhi)147.26萬噸(dun)(dun)(dun)(dun)(dun)(dun)，而(er)鋼廠(chang)(chang)焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)日(ri)產(chan)量(liang)增(zeng)(zeng)(zeng)(zeng)加(jia)，庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)小幅下降(jiang)0.75萬噸(dun)(dun)(dun)(dun)(dun)(dun)至(zhi)(zhi)678.41萬噸(dun)(dun)(dun)(dun)(dun)(dun)。然(ran)而(er)港口焦(jiao)(jiao)(jiao)(jiao)(jiao)炭(tan)(tan)(tan)(tan)庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)環(huan)增(zeng)(zeng)(zeng)(zeng)6.17%至(zhi)(zhi)254.48萬噸(dun)(dun)(dun)(dun)(dun)(dun)，因此(ci)，綜合庫(ku)(ku)(ku)存(cun)(cun)(cun)(cun)增(zeng)(zeng)(zeng)(zeng)至(zhi)(zhi)1080.15萬噸(dun)(dun)(dun)(dun)(dun)(dun)，達(da)近3年最(zui)高(gao)，同比(bi)增(zeng)(zeng)(zeng)(zeng)幅擴大至(zhi)(zhi)13.45%。

銅(tong)：3月(yue)6日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)國內(nei)市(shi)場(chang)(chang)電(dian)解銅(tong)現(xian)貨(huo)庫(ku)(ku)37.09萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)27日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.65萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)3日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)1.66萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)； 上海庫(ku)(ku)存(cun)(cun)(cun)23.90萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)27日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.53萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)3日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)1.20萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)； 廣東(dong)(dong)(dong)(dong)庫(ku)(ku)存(cun)(cun)(cun)6.60萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)27日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.17萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)3日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.34萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun) 江(jiang)蘇(su)庫(ku)(ku)存(cun)(cun)(cun)5.66萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)27日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)增(zeng)(zeng)(zeng)(zeng)(zeng)0.16萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)3日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)增(zeng)(zeng)(zeng)(zeng)(zeng)0.05萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。3月(yue)6日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)訊，Mysteel調研國內(nei)58家電(dian)解銅(tong)生(sheng)產(chan)企業，涉(she)及精(jing)煉(lian)產(chan)能1648萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)(含2025年新增(zeng)(zeng)(zeng)(zeng)(zeng)產(chan)能)樣本覆蓋率98.93%得出(chu)：2025年2月(yue)國內(nei)電(dian)解銅(tong)實際產(chan)量(liang)104.13萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，環比(bi)減少1.56%，同比(bi)增(zeng)(zeng)(zeng)(zeng)(zeng)加11.4%。3月(yue)13日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)國內(nei)市(shi)場(chang)(chang)電(dian)解銅(tong)現(xian)貨(huo)庫(ku)(ku)35.29萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)6日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)1.80萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.40萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；上海庫(ku)(ku)存(cun)(cun)(cun)23.49萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)6日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.41萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)增(zeng)(zeng)(zeng)(zeng)(zeng)0.21萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)；廣東(dong)(dong)(dong)(dong)庫(ku)(ku)存(cun)(cun)(cun)5.36萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)6日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)1.24萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.60萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)江(jiang)蘇(su)庫(ku)(ku)存(cun)(cun)(cun)5.73萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)6日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)增(zeng)(zeng)(zeng)(zeng)(zeng)0.07萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)增(zeng)(zeng)(zeng)(zeng)(zeng)0.10萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。3月(yue)17日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)國內(nei)市(shi)場(chang)(chang)電(dian)解銅(tong)現(xian)貨(huo)庫(ku)(ku)34.68萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)1.01萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)13日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.61萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)； 上海庫(ku)(ku)存(cun)(cun)(cun)23.03萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.25萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)13日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.46萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)； 廣東(dong)(dong)(dong)(dong)庫(ku)(ku)存(cun)(cun)(cun)4.88萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)1.08萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)13日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)降(jiang)(jiang)(jiang)(jiang)(jiang)0.48萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun) 江(jiang)蘇(su)庫(ku)(ku)存(cun)(cun)(cun)6.01萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)10日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)增(zeng)(zeng)(zeng)(zeng)(zeng)0.38萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)，較(jiao)(jiao)(jiao)(jiao)13日(ri)(ri)(ri)(ri)(ri)(ri)(ri)(ri)增(zeng)(zeng)(zeng)(zeng)(zeng)0.28萬(wan)(wan)(wan)(wan)(wan)(wan)(wan)噸(dun)(dun)(dun)(dun)(dun)(dun)(dun)(dun)。國內(nei)電(dian)解銅(tong)社會(hui)庫(ku)(ku)存(cun)(cun)(cun)延續(xu)去庫(ku)(ku)趨(qu)勢，其中(zhong)上海、廣東(dong)(dong)(dong)(dong)市(shi)場(chang)(chang)貢獻主要降(jiang)(jiang)(jiang)(jiang)(jiang)幅，江(jiang)蘇(su)市(shi)場(chang)(chang)表(biao)現(xian)減少；具體來看，由于上海市(shi)場(chang)(chang)部分倉(cang)庫(ku)(ku)到(dao)貨(huo)入庫(ku)(ku)仍(reng)表(biao)現(xian)較(jiao)(jiao)(jiao)(jiao)少；然銅(tong)價走高(gao)明顯，下游消費同樣有(you)限，整體市(shi)場(chang)(chang)庫(ku)(ku)存(cun)(cun)(cun)繼續(xu)下降(jiang)(jiang)(jiang)(jiang)(jiang)。

鋁(lv)(lv)(lv)(lv)(lv)(lv)：全國(guo)(guo)冶金級氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)產(chan)(chan)(chan)(chan)量169.3萬(wan)噸(dun)(dun)(dun)，環(huan)比上周(zhou)(zhou)(zhou)(zhou)(zhou)減(jian)少0.94%，主要(yao)系(xi)山西(xi)、山東(dong)地區(qu)部分氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)廠(chang)減(jian)產(chan)(chan)(chan)(chan)所至(zhi)(zhi)。全國(guo)(guo)電(dian)(dian)解(jie)鋁(lv)(lv)(lv)(lv)(lv)(lv)運(yun)(yun)(yun)行(xing)(xing)(xing)產(chan)(chan)(chan)(chan)能(neng)在4378萬(wan)噸(dun)(dun)(dun)/年(nian)(nian)附(fu)近，開(kai)工率(lv)(lv)為(wei)95.6%。近期電(dian)(dian)解(jie)鋁(lv)(lv)(lv)(lv)(lv)(lv)復產(chan)(chan)(chan)(chan)，運(yun)(yun)(yun)行(xing)(xing)(xing)產(chan)(chan)(chan)(chan)能(neng)走高，產(chan)(chan)(chan)(chan)量方面因達產(chan)(chan)(chan)(chan)時間(jian)需(xu)要(yao)，對本周(zhou)(zhou)(zhou)(zhou)(zhou)電(dian)(dian)解(jie)鋁(lv)(lv)(lv)(lv)(lv)(lv)產(chan)(chan)(chan)(chan)量暫無(wu)明顯(xian)貢獻，周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)電(dian)(dian)解(jie)鋁(lv)(lv)(lv)(lv)(lv)(lv)產(chan)(chan)(chan)(chan)量在85.7萬(wan)噸(dun)(dun)(dun)附(fu)近，較(jiao)(jiao)上周(zhou)(zhou)(zhou)(zhou)(zhou)增長0.06%。2月份國(guo)(guo)內電(dian)(dian)解(jie)鋁(lv)(lv)(lv)(lv)(lv)(lv)產(chan)(chan)(chan)(chan)量同比增長3.8%，環(huan)比下(xia)(xia)滑0.3%。全國(guo)(guo)冶金級氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)建成總產(chan)(chan)(chan)(chan)能(neng)10502萬(wan)噸(dun)(dun)(dun)/年(nian)(nian)，較(jiao)(jiao)上周(zhou)(zhou)(zhou)(zhou)(zhou)持平，運(yun)(yun)(yun)行(xing)(xing)(xing)總產(chan)(chan)(chan)(chan)能(neng)8826萬(wan)噸(dun)(dun)(dun)/年(nian)(nian)，較(jiao)(jiao)上周(zhou)(zhou)(zhou)(zhou)(zhou)下(xia)(xia)調(diao)86萬(wan)噸(dun)(dun)(dun)/年(nian)(nian)，全國(guo)(guo)氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開(kai)工率(lv)(lv)較(jiao)(jiao)上周(zhou)(zhou)(zhou)(zhou)(zhou)下(xia)(xia)調(diao)0.8個百(bai)分點(dian)至(zhi)(zhi)84.04%。其中，山東(dong)地區(qu)氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)(yun)行(xing)(xing)(xing)產(chan)(chan)(chan)(chan)能(neng)2980萬(wan)噸(dun)(dun)(dun)/年(nian)(nian)，周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開(kai)工率(lv)(lv)較(jiao)(jiao)上周(zhou)(zhou)(zhou)(zhou)(zhou)下(xia)(xia)調(diao)1.53個百(bai)分點(dian)至(zhi)(zhi)91.13%；山西(xi)地區(qu)氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)(yun)行(xing)(xing)(xing)產(chan)(chan)(chan)(chan)能(neng)1916萬(wan)噸(dun)(dun)(dun)/年(nian)(nian)，周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開(kai)工率(lv)(lv)較(jiao)(jiao)上周(zhou)(zhou)(zhou)(zhou)(zhou)下(xia)(xia)調(diao)2.34個百(bai)分點(dian)至(zhi)(zhi)76.66%；河南(nan)地區(qu)氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)(yun)行(xing)(xing)(xing)產(chan)(chan)(chan)(chan)能(neng)811萬(wan)噸(dun)(dun)(dun)/年(nian)(nian)，周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開(kai)工率(lv)(lv)較(jiao)(jiao)上周(zhou)(zhou)(zhou)(zhou)(zhou)持平在67.62%；廣西(xi)地區(qu)氧(yang)化(hua)(hua)鋁(lv)(lv)(lv)(lv)(lv)(lv)周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)運(yun)(yun)(yun)行(xing)(xing)(xing)產(chan)(chan)(chan)(chan)能(neng)1483萬(wan)噸(dun)(dun)(dun)/年(nian)(nian)，周(zhou)(zhou)(zhou)(zhou)(zhou)度(du)(du)(du)開(kai)工率(lv)(lv)較(jiao)(jiao)上周(zhou)(zhou)(zhou)(zhou)(zhou)上調(diao)1.51個百(bai)分點(dian)至(zhi)(zhi)89.77%。

鎳(nie)(nie)(nie)：目(mu)前(qian)Ni:1.3%Mc40%鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)市場(chang)價(jia)(CIF)25美(mei)元/濕(shi)(shi)(shi)噸(dun)(dun)(dun)；Ni:1.6%Mc35%鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)基(ji)準價(jia)(HPM)27.47美(mei)元/濕(shi)(shi)(shi)噸(dun)(dun)(dun)，市場(chang)價(jia)(CIF)47.47美(mei)元/濕(shi)(shi)(shi)噸(dun)(dun)(dun)；Ni:1.8%Mc35%鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)基(ji)準價(jia)(HPM)34.53美(mei)元/濕(shi)(shi)(shi)噸(dun)(dun)(dun)，市場(chang)價(jia)(CIF)54.53美(mei)元/濕(shi)(shi)(shi)噸(dun)(dun)(dun)。本周中國(guo)14港(gang)港(gang)口(kou)鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)庫(ku)存減少44.52萬(wan)(wan)濕(shi)(shi)(shi)噸(dun)(dun)(dun)至772.5萬(wan)(wan)濕(shi)(shi)(shi)噸(dun)(dun)(dun)，降(jiang)幅5.45%。以鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)產地分，菲律賓鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)769.4萬(wan)(wan)濕(shi)(shi)(shi)噸(dun)(dun)(dun)，其(qi)他國(guo)家3.1萬(wan)(wan)濕(shi)(shi)(shi)噸(dun)(dun)(dun)；以鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)品位分，低鎳(nie)(nie)(nie)高鐵礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)383.6萬(wan)(wan)濕(shi)(shi)(shi)噸(dun)(dun)(dun)，中高品位鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)388.9萬(wan)(wan)濕(shi)(shi)(shi)噸(dun)(dun)(dun)。中高鎳(nie)(nie)(nie)生鐵產量15.13萬(wan)(wan)噸(dun)(dun)(dun)，環(huan)比降(jiang)幅8.26%，同比增(zeng)加12.43%。印尼內貿(mao)火(huo)法(fa)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)3月(yue)主(zhu)(zhu)流(liu)升(sheng)水為19~20美(mei)金/濕(shi)(shi)(shi)噸(dun)(dun)(dun)。3月(yue)印尼蘇拉維西(xi)主(zhu)(zhu)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)區雨季將(jiang)陸續結束，印尼鎳(nie)(nie)(nie)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)供應呈增(zeng)加預期，但下(xia)游冶煉企業(ye)剛需采(cai)購需求(qiu)仍存，且3月(yue)時逢齋(zhai)月(yue)，開齋(zhai)節前(qian)后供應或受到一(yi)定影響，疊加對于政(zheng)策(ce)不確定性(xing)的考慮，火(huo)法(fa)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)延續漲價(jia)趨勢(shi)，但漲幅相較2月(yue)有(you)一(yi)定收窄。 濕(shi)(shi)(shi)法(fa)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)方面，礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)山在(zai)配額有(you)限情況下(xia)，傾(qing)向于優先出售利(li)潤較好的火(huo)法(fa)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)，主(zhu)(zhu)動(dong)降(jiang)低濕(shi)(shi)(shi)法(fa)礦(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)(kuang)出售量。

豆粕(po)

3月17日，生意社大(da)豆基(ji)準價為4212.00元/噸(dun)，與本月初(4180.00元/噸(dun))相比，上漲了(le)0.77%。

3月(yue)17日，生意社(she)豆(dou)粕基(ji)準價為3458.00元/噸(dun)，與本(ben)月(yue)初(3722.00元/噸(dun))相比，下降(jiang)了-7.09%。

海關總署(shu)數據顯示：2024年(nian)(nian)1-13月，中(zhong)(zhong)國(guo)進口(kou)大豆(dou)(dou)數量10503.2萬(wan)噸，創歷史新高，同比2023年(nian)(nian)增長6.51%，進口(kou)大豆(dou)(dou)總金額527億美(mei)元(yuan)，同比下(xia)降10.98%（國(guo)際大豆(dou)(dou)價格走低(di)）。2025年(nian)(nian)1-3月，中(zhong)(zhong)國(guo)進口(kou)大豆(dou)(dou)數1360.6萬(wan)噸，較2024年(nian)(nian)同期增長4.4%。

進(jin)口大豆(dou)到國內港口C&F報價。

單位：美元/噸(dun)

國(guo)家糧油信息中心消息：監測顯示，截至 3 月(yue)(yue) 14 日當周，國(guo)內主要油廠大豆(dou)壓榨量(liang) 163 萬(wan)噸(dun)，周環(huan)比(bi)(bi)上升(sheng) 11萬(wan)噸(dun)，月(yue)(yue)環(huan)比(bi)(bi)下(xia)降 31 萬(wan)噸(dun)，同比(bi)(bi)下(xia)降 1 萬(wan)噸(dun)，較過去三年均值上升(sheng) 1 萬(wan)噸(dun)。本周部分油廠大豆(dou)庫存趨緊、開機率可能(neng)維持(chi)低位，預(yu)計大豆(dou)壓榨量(liang)約 140 萬(wan)噸(dun)。

美(mei)國(guo)農業部3月供需報告：美(mei)國(guo)大豆

3月美國2024/2025年度大豆種(zhong)植面積預期8710萬英(ying)(ying)畝，1月預期為8710萬英(ying)(ying)畝，環比持平；

3月美國2024/2025年度大豆(dou)收獲面積(ji)預期(qi)8610萬(wan)英(ying)畝，1月預期(qi)為8610萬(wan)英(ying)畝，環比持(chi)平(ping)；

3月美(mei)國2024/2025年度大豆(dou)單產預期(qi)50.7蒲(pu)式耳(er)/英畝，1月預期(qi)為50.7蒲(pu)式耳(er)/英畝，環比持(chi)平(ping)；

3月美國(guo)2024/2025年度大豆產量預期43.66億(yi)蒲式耳，1月預期為43.66億(yi)蒲式耳，環(huan)比持(chi)平(ping)；

3月美(mei)國2024/2025年度(du)大豆總供應量預期(qi)47.29億(yi)蒲式(shi)耳，1月預期(qi)為47.29億(yi)蒲式(shi)耳，環比持平；

3月(yue)美國2024/2025年度大(da)豆壓榨量預期(qi)24.1億蒲(pu)式耳(er)，1月(yue)預期(qi)為(wei)24.1億蒲(pu)式耳(er)，環比(bi)持(chi)平；

3月美國2024/2025年度(du)大豆(dou)出口量預期18.25億(yi)(yi)蒲式耳，1月預期為18.25億(yi)(yi)蒲式耳，環比(bi)持平；

3月(yue)美國2024/2025年度大豆總消耗量預期43.49億(yi)蒲(pu)式耳(er)，1月(yue)預期為43.49億(yi)蒲(pu)式耳(er)，環比持平；

3月美國2024/2025年度大豆期(qi)(qi)末庫存預期(qi)(qi)3.8億蒲(pu)式耳(er)，1月預期(qi)(qi)為3.8億蒲(pu)式耳(er)，環比持平。

美大豆周(zhou)(zhou)度(du)出口報告：截(jie)至2025年3月6日當周(zhou)(zhou)，美國2024/25年度(du)大豆凈銷量(liang)為751,700噸，顯(xian)著高于上周(zhou)(zhou)以及四周(zhou)(zhou)均值。

據(ju)美(mei)國(guo)農(nong)業部(bu)（USDA）公布的出口(kou)檢(jian)驗報告，截至3月13日(ri)當周，美(mei)國(guo)大豆(dou)(dou)出口(kou)檢(jian)驗量為64.67萬噸(dun)，上(shang)周修(xiu)正后(hou)為85.36萬噸(dun)。2024/25年度(du)（始于9月1日(ri)）美(mei)國(guo)大豆(dou)(dou)出口(kou)檢(jian)驗累計總量為3909.82萬噸(dun)，上(shang)年同期(qi)3578.22萬噸(dun)，同比增加9.27%。

巴(ba)西(xi)外貿秘書處周(zhou)五公布的數據顯(xian)示，2025年3月(yue)(yue)巴(ba)西(xi)大豆出口量(liang)為(wei)643萬噸，比(bi)去年3月(yue)(yue)份(fen)的660.8萬噸減少2.7%。考慮(lv)到(dao)3月(yue)(yue)份(fen)前三周(zhou)的出口同(tong)比(bi)降(jiang)低29%，這(zhe)表明3月(yue)(yue)份(fen)最(zui)后一(yi)周(zhou)巴(ba)西(xi)大豆步伐顯(xian)著增長。

玉米

3月17日(ri)，生意社玉米(mi)基準(zhun)價為(wei)2198.57元/噸(dun)，與(yu)本月初(chu)(2127.14元/噸(dun))相比，上漲了3.36%。

據中國海關數據顯(xian)示：2024年我(wo)國玉(yu)米進口總(zong)量為1364萬噸，同比大幅下降49.7%。

據(ju)Mysteel農產品調研顯示，截至2025年(nian)3月7日，北方(fang)(fang)四(si)港(gang)(gang)玉米(mi)庫存(cun)(cun)共計505.8萬(wan)噸(dun)(dun)，周(zhou)環比(bi)(bi)增(zeng)加1.5萬(wan)噸(dun)(dun)；當(dang)周(zhou)北方(fang)(fang)四(si)港(gang)(gang)下海量共計58.6萬(wan)噸(dun)(dun)，周(zhou)環比(bi)(bi)減少(shao)31.50萬(wan)噸(dun)(dun)。 廣東港(gang)(gang)內貿玉米(mi)庫存(cun)(cun)共計186.3萬(wan)噸(dun)(dun)，較(jiao)(jiao)上(shang)周(zhou)增(zeng)加30.00萬(wan)噸(dun)(dun)；外(wai)貿庫存(cun)(cun)7.8萬(wan)噸(dun)(dun)，較(jiao)(jiao)上(shang)周(zhou)持平；進(jin)口高粱(liang)50.3萬(wan)噸(dun)(dun)，較(jiao)(jiao)上(shang)周(zhou)減少(shao)9.50萬(wan)噸(dun)(dun)；進(jin)口大麥64.7萬(wan)噸(dun)(dun)，較(jiao)(jiao)上(shang)周(zhou)增(zeng)加2.90萬(wan)噸(dun)(dun)。 

美國農業部3月供需報(bao)告：美國玉米

3月美國2024/2025年度玉(yu)米種植面積預期9060萬(wan)(wan)英畝(mu)，1月預期為9060萬(wan)(wan)英畝(mu)，環比持(chi)平(ping)；

3月美(mei)國2024/2025年(nian)度玉(yu)米收獲面積預期8290萬(wan)英畝，1月預期為8290萬(wan)英畝，環比持平(ping)；

3月美國2024/2025年度玉米(mi)單產預(yu)期179.3蒲(pu)式耳(er)(er)/英(ying)畝，1月預(yu)期為179.3蒲(pu)式耳(er)(er)/英(ying)畝，環比持平(ping)；

3月美國2024/2025年(nian)度玉米(mi)產量預期148.67億蒲式(shi)(shi)耳(er)，1月預期為(wei)148.67億蒲式(shi)(shi)耳(er)，環比持平；

3月(yue)美國(guo)2024/2025年度(du)玉米總供(gong)應(ying)量預(yu)(yu)期166.55億蒲式耳(er)，1月(yue)預(yu)(yu)期為166.55億蒲式耳(er)，環比持(chi)平；

3月美國2024/2025年度玉米總(zong)消耗量預期(qi)151.15億(yi)(yi)蒲式耳，1月預期(qi)為(wei)151.15億(yi)(yi)蒲式耳，環(huan)比(bi)持平(ping)；

3月美國2024/2025年度玉米(mi)期(qi)末庫存預期(qi)15.4億蒲式耳(er)，1月預期(qi)為(wei)15.4億蒲式耳(er)，環比持平。

據美(mei)(mei)國農業部（USDA）公布的出口(kou)銷售(shou)報告截至2025年(nian)3月6日當周，美(mei)(mei)國2024/25年(nian)度(du)玉米(mi)凈銷量為(wei)967,300噸，較上周增長6%，但較四(si)周均值(zhi)減少19%。

據美(mei)(mei)國農業部(bu)（USDA）公布的出口檢驗報告，截(jie)至3月(yue)13日當周(zhou)，美(mei)(mei)國玉(yu)米(mi)出口檢驗量(liang)為(wei)165.86萬(wan)(wan)噸，上周(zhou)修(xiu)正后(hou)為(wei)184.42萬(wan)(wan)噸，2024/25年(nian)度美(mei)(mei)國玉(yu)米(mi)出口檢驗累(lei)計總(zong)量(liang)為(wei)3076.14萬(wan)(wan)噸，上一年(nian)度同期(qi)2319.04萬(wan)(wan)噸。

巴西(xi)外貿秘書(shu)處（Secex）周五公布的(de)統計(ji)數據(ju)顯示，2025年3月份巴西(xi)玉米出口量(liang)為(wei)(wei)143.2萬噸(dun)，2024年3月全(quan)月為(wei)(wei)171.3萬噸(dun)。

烏克蘭農業部表示，2025年烏克蘭大豆種(zhong)植面積可能減少(shao)10-15%，葵(kui)花籽(zi)種(zhong)植面積減少(shao)5%，因為農戶轉(zhuan)而種(zhong)植玉米。

原油

3月(yue)(yue)(yue)(yue)(yue)15日(ri)(ri)(ri)訊，美(mei)(mei)國(guo)總統(tong)特朗普將(jiang)于(yu)下(xia)周(zhou)(zhou)在白宮會見石(shi)(shi)油(you)(you)行業高管制定促(cu)進(jin)(jin)國(guo)內能(neng)源(yuan)(yuan)生(sheng)產的(de)計劃；3月(yue)(yue)(yue)(yue)(yue)13日(ri)(ri)(ri)，國(guo)際能(neng)源(yuan)(yuan)署(shu)（IEA）周(zhou)(zhou)四在一(yi)份(fen)月(yue)(yue)(yue)(yue)(yue)度石(shi)(shi)油(you)(you)市場報告(gao)中(zhong)(zhong)表示，今(jin)年全球石(shi)(shi)油(you)(you)供應可(ke)能(neng)超過(guo)需(xu)求約(yue)60萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)，該機構下(xia)調(diao)了(le)2025年的(de)需(xu)求增長(chang)預(yu)測。國(guo)際能(neng)源(yuan)(yuan)署(shu)（IEA）表示，如果歐佩(pei)克+延(yan)長(chang)其逐步(bu)取(qu)消減產的(de)計劃，并(bing)且未能(neng)控制生(sheng)產過(guo)剩，那(nei)么(me)這(zhe)一(yi)盈余可(ke)能(neng)會進(jin)(jin)一(yi)步(bu)增加40萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)。國(guo)際能(neng)源(yuan)(yuan)署(shu)（IEA）將(jiang)其2025年的(de)石(shi)(shi)油(you)(you)需(xu)求增長(chang)預(yu)測下(xia)調(diao)了(le)7萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)，至(zhi)100萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)左右，增長(chang)主要受亞(ya)洲，特別是中(zhong)(zhong)國(guo)石(shi)(shi)化行業的(de)推動(dong)；3月(yue)(yue)(yue)(yue)(yue)12日(ri)(ri)(ri)，美(mei)(mei)國(guo)和烏克蘭(lan)在聯合聲明中(zhong)(zhong)表示，在與美(mei)(mei)國(guo)官員于(yu)沙特阿拉伯的(de)會談中(zhong)(zhong)，烏克蘭(lan)同意接受與俄羅斯立即停火30天(tian)的(de)協議(yi)。消息(xi)面上，由于(yu)需(xu)求開(kai)(kai)始季節(jie)性(xing)增長(chang)，歐佩(pei)克+決定從4月(yue)(yue)(yue)(yue)(yue)份(fen)開(kai)(kai)始部分增產；同時，美(mei)(mei)國(guo)對加拿大(da)、墨西哥和中(zhong)(zhong)國(guo)征收(shou)關稅以及中(zhong)(zhong)國(guo)報復(fu)性(xing)關稅，美(mei)(mei)國(guo)暫停對烏克蘭(lan)提(ti)供軍事援助。美(mei)(mei)國(guo)至(zhi)3月(yue)(yue)(yue)(yue)(yue)14日(ri)(ri)(ri)當(dang)周(zhou)(zhou)石(shi)(shi)油(you)(you)鉆井總數487口(kou)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)486口(kou)；當(dang)周(zhou)(zhou)天(tian)然氣鉆井總數100口(kou)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)101口(kou)。美(mei)(mei)國(guo)至(zhi)2月(yue)(yue)(yue)(yue)(yue)28日(ri)(ri)(ri)當(dang)周(zhou)(zhou)API原油(you)(you)庫(ku)存(cun)(cun)424.7萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，預(yu)期202.8萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)-145.5萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，預(yu)期-29萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)-64萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)；API投產原油(you)(you)量37.3萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)-4.7萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)；當(dang)周(zhou)(zhou)API成品油(you)(you)進(jin)(jin)口(kou)18.6萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)34.6萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)/日(ri)(ri)(ri)；當(dang)周(zhou)(zhou)API原油(you)(you)進(jin)(jin)口(kou)38.1萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)-35.9萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)(zhou)API取(qu)暖油(you)(you)庫(ku)存(cun)(cun)2.3萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)-19.6萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)(zhou)API精煉油(you)(you)庫(ku)存(cun)(cun)42.1萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，預(yu)期-104.9萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)113.6萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)(zhou)API汽油(you)(you)庫(ku)存(cun)(cun)-456萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，預(yu)期-248.1萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)-124.9萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)；當(dang)周(zhou)(zhou)API庫(ku)欣原油(you)(you)庫(ku)存(cun)(cun)-119.6萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)，前(qian)(qian)(qian)值(zhi)(zhi)(zhi)163萬(wan)(wan)(wan)(wan)桶(tong)(tong)(tong)(tong)(tong)(tong)(tong)。

PTA

現貨(huo)方(fang)面，3月(yue)(yue)18日(ri)(ri)，華(hua)東現貨(huo)PTA報4800元/噸(dun)。3月(yue)(yue)中國PX裝置將進入集(ji)中檢修期(qi)；聚(ju)酯(zhi)端(duan)產銷(xiao)平(ping)(ping)平(ping)(ping)，聚(ju)酯(zhi)企(qi)業(ye)原(yuan)料庫(ku)(ku)(ku)存(cun)偏高(gao)，下(xia)游(you)采(cai)購積極性不高(gao)，然國際油價延(yan)續(xu)強勢(shi)，成本(ben)(ben)端(duan)支撐穩固。截(jie)至(zhi)3月(yue)(yue)7日(ri)(ri)，行(xing)業(ye)平(ping)(ping)均開工(gong)(gong)為73.6%，環(huan)(huan)比-4.6%；國內PTA周產量133.68萬(wan)(wan)噸(dun)，較上周-2.43萬(wan)(wan)噸(dun)；下(xia)游(you)聚(ju)酯(zhi)行(xing)業(ye)周度平(ping)(ping)均開工(gong)(gong)87.84%，較上周+0.48%；PTA社會(hui)庫(ku)(ku)(ku)存(cun)量約在(zai)499.45萬(wan)(wan)噸(dun)，環(huan)(huan)比-8.16萬(wan)(wan)噸(dun)；本(ben)(ben)周期(qi)聚(ju)酯(zhi)行(xing)業(ye)周產量：148.33萬(wan)(wan)噸(dun)，較上周+1.22萬(wan)(wan)噸(dun)，環(huan)(huan)比漲0.83%。中國聚(ju)酯(zhi)行(xing)業(ye)周度平(ping)(ping)均產能利用率(lv)：87.84%，環(huan)(huan)比漲0.48%。截(jie)至(zhi)3月(yue)(yue)7日(ri)(ri)，據隆眾資訊生產成本(ben)(ben)計算模型，PTA成本(ben)(ben)平(ping)(ping)均在(zai)4620.47元/噸(dun)，環(huan)(huan)比-144.46元/噸(dun)，現貨(huo)周均加工(gong)(gong)費323元/噸(dun)（+55）；截(jie)至(zhi)3月(yue)(yue)7日(ri)(ri)，PTA社會(hui)庫(ku)(ku)(ku)存(cun)542.3萬(wan)(wan)噸(dun)，環(huan)(huan)比下(xia)降5.8萬(wan)(wan)噸(dun)。聚(ju)酯(zhi)工(gong)(gong)廠原(yuan)料庫(ku)(ku)(ku)存(cun)9.90天，較上月(yue)(yue)末-3.88%。終端(duan)新增訂(ding)單有(you)限(xian)，江浙織機開工(gong)(gong)緩步提(ti)升，聚(ju)酯(zhi)產銷(xiao)整體平(ping)(ping)淡，長絲庫(ku)(ku)(ku)存(cun)繼(ji)續(xu)累積，聚(ju)酯(zhi)負荷低于(yu)預(yu)期(qi)，下(xia)游(you)需(xu)求恢復偏慢。

純堿

純(chun)堿(jian)(jian)(jian)(jian)市(shi)場(chang)的供(gong)需矛盾及驅動(dong)因素(su)均未出現明顯變(bian)化，阿拉善地(di)區(qu)的檢修(xiu)工(gong)作已逐步恢復，而金山地(di)區(qu)計劃于近期(qi)開始檢修(xiu)，短期(qi)內庫(ku)存(cun)壓力不(bu)大。現貨方面(mian)，3月(yue)17日(ri)(ri)(ri)，華東(dong)地(di)區(qu)輕(qing)質(zhi)純(chun)堿(jian)(jian)(jian)(jian)價(jia)格在(zai)1400-1500元/噸(dun)，重質(zhi)純(chun)堿(jian)(jian)(jian)(jian)價(jia)格在(zai)1500-1650元/噸(dun)；華中地(di)區(qu)輕(qing)質(zhi)純(chun)堿(jian)(jian)(jian)(jian)價(jia)格在(zai)1300-1500元/噸(dun)，重質(zhi)純(chun)堿(jian)(jian)(jian)(jian)價(jia)格在(zai)1550-1600元/噸(dun)。前期(qi)個(ge)別純(chun)堿(jian)(jian)(jian)(jian)減(jian)(jian)量(liang)企業提(ti)負運行，純(chun)堿(jian)(jian)(jian)(jian)市(shi)場(chang)供(gong)應小(xiao)幅增加。鋼聯數據顯示，3月(yue)14日(ri)(ri)(ri)當(dang)周(zhou)純(chun)堿(jian)(jian)(jian)(jian)整體開工(gong)率為83.29%，環(huan)(huan)比(bi)(bi)(bi)(bi)(bi)下(xia)降5.75個(ge)百分(fen)點(dian)，同比(bi)(bi)(bi)(bi)(bi)減(jian)(jian)少(shao)7.72個(ge)百分(fen)點(dian)；周(zhou)度(du)產(chan)量(liang)為69.79萬噸(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)(bi)減(jian)(jian)少(shao)5%，同比(bi)(bi)(bi)(bi)(bi)減(jian)(jian)少(shao)6.59%。供(gong)給方面(mian)，據隆眾(zhong)資訊(xun)，截至3月(yue)10日(ri)(ri)(ri)，純(chun)堿(jian)(jian)(jian)(jian)廠家周(zhou)度(du)產(chan)量(liang)69.79萬噸(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)(bi)減(jian)(jian)少(shao)3.68萬噸(dun)。下(xia)游浮法玻璃開工(gong)率變(bian)動(dong)不(bu)大。庫(ku)存(cun)來看，3月(yue)10日(ri)(ri)(ri)，國內純(chun)堿(jian)(jian)(jian)(jian)廠家總庫(ku)存(cun)173.88萬噸(dun)，較上周(zhou)四(si)減(jian)(jian)少(shao)2.11萬噸(dun)，跌幅1.20%。輕(qing)質(zhi)純(chun)堿(jian)(jian)(jian)(jian)84萬噸(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)(bi)下(xia)降1.53萬噸(dun)，跌幅1.79%。重質(zhi)純(chun)堿(jian)(jian)(jian)(jian)89.88萬噸(dun)，環(huan)(huan)比(bi)(bi)(bi)(bi)(bi)下(xia)降0.58萬噸(dun)，下(xia)降0.64%。

玻璃(li)

據(ju)SMM了(le)解，安(an)徽(hui)鳳(feng)陽地(di)區(qu)(qu)計劃于3月(yue)10日(ri)新增(zeng)(zeng)1200噸(dun)(dun)/天(tian)窯(yao)(yao)爐點火(huo)(huo)，本(ben)次點火(huo)(huo)窯(yao)(yao)爐為(wei)光伏玻(bo)(bo)(bo)璃(li)(li)入(ru)行新企業(ye)，之前主要產(chan)(chan)(chan)品為(wei)水泥、建(jian)材(cai)等，投(tou)產(chan)(chan)(chan)后安(an)徽(hui)地(di)區(qu)(qu)光伏玻(bo)(bo)(bo)璃(li)(li)窯(yao)(yao)爐產(chan)(chan)(chan)能將增(zeng)(zeng)至(zhi)54470噸(dun)(dun)/天(tian)。現貨方面，據(ju)金十數據(ju)，截(jie)至(zhi)3月(yue)11日(ri)，國內5mm浮(fu)法玻(bo)(bo)(bo)璃(li)(li)華北(bei)沙(sha)河市場5mm大小板成(cheng)交(jiao)平平，價(jia)格重(zhong)心下(xia)移；華東市場連(lian)續(xu)下(xia)調10元/噸(dun)(dun)，產(chan)(chan)(chan)銷(xiao)表現走(zou)弱；華南市場交(jiao)投(tou)氛(fen)圍欠佳，下(xia)游采(cai)購依舊謹慎；其他地(di)區(qu)(qu)以(yi)穩價(jia)為(wei)主，但整(zheng)體(ti)產(chan)(chan)(chan)銷(xiao)較前期(qi)轉弱。浮(fu)法玻(bo)(bo)(bo)璃(li)(li)全(quan)國均價(jia)1357.36元/噸(dun)(dun)，較上(shang)月(yue)均價(jia)下(xia)跌2.79%，同比降(jiang)幅達(da)29.01%。供應方面，3月(yue)6日(ri)訊，本(ben)周(zhou)(zhou)存(cun)產(chan)(chan)(chan)線點火(huo)(huo)，浮(fu)法玻(bo)(bo)(bo)璃(li)(li)行業(ye)平均開工率環(huan)(huan)比增(zeng)(zeng)0.29%至(zhi)76.38%，平均產(chan)(chan)(chan)能利用(yong)率增(zeng)(zeng)0.71%至(zhi)78.34%，另外，前期(qi)點火(huo)(huo)產(chan)(chan)(chan)線開始出玻(bo)(bo)(bo)璃(li)(li)，截(jie)至(zhi)3月(yue)6日(ri)，全(quan)國浮(fu)法玻(bo)(bo)(bo)璃(li)(li)日(ri)產(chan)(chan)(chan)量(liang)為(wei)15.72萬(wan)噸(dun)(dun)，比27日(ri)增(zeng)(zeng)加0.38%，本(ben)周(zhou)(zhou)全(quan)國浮(fu)法玻(bo)(bo)(bo)璃(li)(li)產(chan)(chan)(chan)量(liang)109.96萬(wan)噸(dun)(dun)，創6周(zhou)(zhou)高(gao)(gao)位，環(huan)(huan)比增(zeng)(zeng)加0.91%，但同比下(xia)降(jiang)了(le)9.11%。截(jie)止到(dao)3月(yue)6日(ri)，全(quan)國浮(fu)法玻(bo)(bo)(bo)璃(li)(li)樣本(ben)企業(ye)總庫(ku)存(cun)環(huan)(huan)比增(zeng)(zeng)加3.59%至(zhi)6954.8萬(wan)重(zhong)箱(xiang)，刷新去年10月(yue)以(yi)來新高(gao)(gao)，同比增(zeng)(zeng)幅為(wei)17.39%，增(zeng)(zeng)幅有所下(xia)降(jiang)。折庫(ku)存(cun)天(tian)數31.9天(tian)，較上(shang)期(qi)0.7天(tian)。

苯(ben)乙(yi)烯

現貨(huo)方面，3月(yue)14日，3月(yue)14日苯乙(yi)烯(xi)(xi)(xi)參(can)考價為(wei)8376.00元(yuan)(yuan)/噸(dun)(dun)(dun)，與3月(yue)1日（8650.00元(yuan)(yuan)/噸(dun)(dun)(dun)）相比，下(xia)降了3.17%。國(guo)內供(gong)應(ying)有縮量(liang)預期(qi)，供(gong)需(xu)維持偏緊格局。供(gong)應(ying)方面，從現有檢修(xiu)計劃(hua)看，供(gong)應(ying)依(yi)然(ran)充足。據隆眾資訊(xun)截(jie)至3月(yue)12日，當前苯乙(yi)烯(xi)(xi)(xi)開工率在(zai)75.7%，明(ming)顯高于(yu)去年同(tong)期(qi)水(shui)平(ping)，按計劃(hua)表，苯乙(yi)烯(xi)(xi)(xi)檢修(xiu)損失量(liang)將逐(zhu)步增長，并在(zai)4月(yue)達(da)到峰(feng)值(zhi)，若計劃(hua)內檢修(xiu)能如期(qi)兌現，苯乙(yi)烯(xi)(xi)(xi)開工率將于(yu)3月(yue)底開始(shi)不斷下(xia)滑；截(jie)至3月(yue)13日，中(zhong)國(guo)苯乙(yi)烯(xi)(xi)(xi)工廠樣本庫存(cun)量(liang)24.62萬噸(dun)(dun)(dun)，較(jiao)(jiao)上一周(zhou)期(qi)減(jian)(jian)(jian)少(shao)(shao)0.18萬噸(dun)(dun)(dun)，環比減(jian)(jian)(jian)少(shao)(shao)0.71%，樣本企(qi)業工廠庫存(cun)小幅減(jian)(jian)(jian)少(shao)(shao)；截(jie)至3月(yue)16日，華(hua)東港(gang)(gang)口(kou)(kou)庫存(cun)17.80萬噸(dun)(dun)(dun)，較(jiao)(jiao)前一周(zhou)減(jian)(jian)(jian)少(shao)(shao)1.21萬噸(dun)(dun)(dun)；華(hua)東港(gang)(gang)口(kou)(kou)貿易庫存(cun)14.89萬噸(dun)(dun)(dun)，較(jiao)(jiao)前一周(zhou)減(jian)(jian)(jian)少(shao)(shao)0.97萬噸(dun)(dun)(dun)，港(gang)(gang)口(kou)(kou)庫存(cun)逐(zhu)步見頂(ding)回落。截(jie)至3月(yue)10日，江蘇苯乙(yi)烯(xi)(xi)(xi)港(gang)(gang)口(kou)(kou)樣本庫存(cun)總量(liang)18.6萬噸(dun)(dun)(dun)，較(jiao)(jiao)上周(zhou)期(qi)減(jian)(jian)(jian)少(shao)(shao)0.81萬噸(dun)(dun)(dun)，幅度(du)-4.17%。商品量(liang)庫存(cun)在(zai)12.4萬噸(dun)(dun)(dun)，較(jiao)(jiao)上周(zhou)期(qi)減(jian)(jian)(jian)少(shao)(shao)0.56萬噸(dun)(dun)(dun)，幅度(du)-4.32%。

甲醇

現貨(huo)方(fang)面，3月(yue)17日，江(jiang)蘇太(tai)倉現貨(huo)成(cheng)交(jiao)2675-2700元(yuan)/噸(dun)(dun)出庫(ku)，常州地區進(jin)口甲(jia)(jia)(jia)(jia)醇(chun)可流通(tong)量(liang)幾(ji)無；內地送(song)到常州周(zhou)邊(bian)價格參(can)考(kao)2680-2690元(yuan)/噸(dun)(dun)；靖(jing)江(jiang)地區上(shang)午成(cheng)交(jiao)價格參(can)考(kao)2680-2690元(yuan)/噸(dun)(dun)。南通(tong)地區甲(jia)(jia)(jia)(jia)醇(chun)主流商家成(cheng)交(jiao)價格參(can)考(kao)2700元(yuan)/噸(dun)(dun)附(fu)近出庫(ku)現匯(hui)。寧波地區甲(jia)(jia)(jia)(jia)醇(chun)進(jin)口貨(huo)小單(dan)參(can)考(kao)2750-2770元(yuan)/噸(dun)(dun)附(fu)近。供給(gei)方(fang)面，截至(zhi)3月(yue)7日當(dang)周(zhou)，據卓創資(zi)訊，甲(jia)(jia)(jia)(jia)醇(chun)企業開工率71.64%，西(xi)北(bei)開工率83.97%（-0.91%）；3月(yue)12日當(dang)周(zhou)，隆眾(zhong)資(zi)訊統計的西(xi)北(bei)庫(ku)存28.2萬(wan)噸(dun)(dun)，較(jiao)前(qian)一(yi)周(zhou)增加3.2萬(wan)噸(dun)(dun)；西(xi)北(bei)待發(fa)訂單(dan)量(liang)12.7萬(wan)噸(dun)(dun)，較(jiao)前(qian)一(yi)周(zhou)減(jian)少4.4萬(wan)噸(dun)(dun)。庫(ku)存方(fang)面，據隆眾(zhong)資(zi)訊，截至(zhi)3月(yue)12日，中國甲(jia)(jia)(jia)(jia)醇(chun)港(gang)口庫(ku)存總量(liang)在(zai)91.10萬(wan)噸(dun)(dun)，較(jiao)上(shang)一(yi)期數(shu)據減(jian)少9.51萬(wan)噸(dun)(dun)。截至(zhi)3月(yue)13日，華(hua)東港(gang)口甲(jia)(jia)(jia)(jia)醇(chun)庫(ku)存為53.67萬(wan)噸(dun)(dun)，3月(yue)6日為60.12萬(wan)噸(dun)(dun)，環比減(jian)少6.45萬(wan)噸(dun)(dun)。

免(mian)責(ze)聲(sheng)明：以上信息(xi)、意(yi)見(jian)不構(gou)成對具(ju)體(ti)證券(quan)期貨(huo)或金融工具(ju)在具(ju)體(ti)價位、具(ju)體(ti)時點、具(ju)體(ti)市(shi)場表現的(de)投(tou)(tou)資(zi)(zi)建議。以上信息(xi)、意(yi)見(jian)在任何時候均(jun)不構(gou)成對任何人(ren)的(de)具(ju)有(you)針對性的(de)、指導具(ju)體(ti)投(tou)(tou)資(zi)(zi)的(de)操作意(yi)見(jian)，投(tou)(tou)資(zi)(zi)者應當對以上信息(xi)和意(yi)見(jian)進(jin)行(xing)評估，根據自身情況自主做出投(tou)(tou)資(zi)(zi)決策并自行(xing)承擔投(tou)(tou)資(zi)(zi)風險。