研究报告全文：图表设置下载图片另存为PDF黑色数据报告2023-03-12分享现货黑色产业最新7天前30天前量化研究所450042003900360033001308371790630002700240021001800邮箱15001200900现货基准现货基准现货基准现货基准现货基准螺纹基本面强弱热轧基本面强弱铁矿基本面强弱焦炭基本面强弱焦煤基本面强弱hujkhrrdqhcom基差率黑色产业主力合约最新7天前30天前018016014012010080060040020-002-004-006基差率M基差率M基差率M基差率M基差率M螺纹基差热轧基差铁矿基差焦炭基差焦煤基差库存分析黑色产业最新7天前30天前010050-005-01-015-02-025-03-035-04-045库存分析库存分析库存分析焦炭库存分析库存分析社会社会港口焦企焦企螺纹基本面强弱热轧基本面强弱铁矿基本面强弱焦炭基本面强弱焦煤基本面强弱数据对比黑色产业链利润螺纹焦炭焦煤螺纹利润钢材利润焦炭利润山西焦炭利润焦煤内煤焦煤利润2700240021001800150012009006003000-300-6002016-01-042016-12-072017-11-102018-10-122019-09-112020-08-182021-07-222022-06-27数据来源钢联Wind黑色数据报告螺纹远期结构曲线螺纹元吨月最新螺纹远期结构1个月前螺纹远期结构2个月前螺纹远期结构3个月前螺纹远期结构460045004400430042004100400039003800370036002022-12-012023-03-012023-04-102023-06-012023-07-102023-09-012023-10-102023-12-012024-01-10现货上海螺纹元吨农历螺纹价格曲线元吨201820192020202120222023最新7天前30天前6300440060004350570043005400425051004200480043404150450041004200405039004000360039503300螺纹成本电炉螺纹成本RB05MRB10MRB01M1-72-123-164-215-267-28-69-1110-1511-2012-24华东基差螺纹主力合约元吨农历基差螺纹01合约元吨农历2018201920202021202220232018201920202021202220239008008007007006006005005004004002073003002002002610010000-100-100-200-200-300-300-400-4001-72-123-164-215-267-28-69-1110-1511-2012-241-72-123-164-215-267-28-69-1110-1511-2012-24基差螺纹05合约元吨农历基差螺纹10合约元吨农历20182019202020212022202320182019202020212022202311001400100012009008001000700600800500400600300400200261261002000-1000-200-300-200-4001-72-123-164-215-267-28-69-1110-1511-2012-241-72-123-164-215-267-28-69-1110-1511-2012-24数据来源钢联Wind黑色数据报告螺纹利润螺纹长流程元吨农历利润电炉华东元吨农历201820192020202120222023201820192020202120222023140014001200120010001000800800600600400122254002001088160200-2000-400-200-600-4001-72-123-164-215-267-28-69-1110-1511-2012-241-72-123-164-215-267-28-69-1110-1511-2012-24利润内贸北材南下元吨2018201920202021202220231000900800700600500400300200100-500-100-200-3001-72-123-164-215-267-28-69-1110-1511-2012-24库存螺纹厂库社库35市万吨公历201820192020202120222023220020001800160014001185881200100080060040001-0102-0203-0804-1305-2106-2808-0509-1110-1911-26库存螺纹社库35市万吨公历库存螺纹钢厂万吨公历201820192020202120222023201820192020202120222023150080014007501300700120065011006001000888535509005008004507004006003502973550030040025030020020015001-0102-0203-0804-1305-2106-2808-0509-1110-1911-2601-0102-0103-0304-0605-1306-1807-2408-3010-0511-1112-17数据来源钢联Wind黑色数据报告热卷远期结构曲线热卷元吨3个月前热轧远期结构2个月前热轧远期结构1个月前热轧远期结构最新热轧远期结构4500440043004200410040003900380037002022-12-012023-03-012023-04-102023-06-012023-07-102023-09-012023-10-102023-12-012024-01-10热卷价格曲线元吨现货热卷上海元吨农历最新7天前30天前2018201920202021202220236900438066004350630043206000429057004260540042305100420048004400417045004140420041103900408036004050402033003000热轧成本HC05MHC10MHC01M1-72-123-164-215-267-28-69-1110-1511-2012-24基差热卷主力合约元吨农历基差热卷01合约元吨农历20182019202020212022202320182019202020212022202370080060070050060040050030040030020018010042000100-1000-200-10001-0202-0503-1104-1505-2006-2307-2708-3010-1011-1312-171-72-123-164-215-267-28-69-1110-1511-2012-24基差热卷05合约元吨农历基差热卷10合约元吨农历2018201920202021202220232018201920202021202220231000100090090080080070070060060050050040040030030020020095100410000-100-100-200-2001-72-123-164-215-267-28-69-1110-1511-2012-241-72-123-164-215-267-28-69-1110-1511-2012-24数据来源钢联Wind黑色数据报告热卷钢材利润热轧元吨农历201820192020202120222023140012001000800600400102252000-200-4001-72-123-164-215-267-28-69-1110-1511-2012-24价差热卷冷卷元吨农历价差冷卷镀锌元吨农历20182019202020212022202320182019202020212022202314001300-501200-1001100-1501000-200-270-250900-300800-350700-400600-450500430-500400-550-600300-6502001-72-123-164-215-267-28-69-1110-1511-2012-241-72-123-164-215-267-28-69-1110-1511-2012-24库存热卷厂库社库33市万吨2018201920202021202220236005705405104804504203903579636033030027024001-0102-0103-0504-0905-1506-2107-2709-0210-0811-1312-20社会库存热卷万吨农历库存热卷厂库万吨20182019202020212022202320182019202020212022202342020039019018036017033016015030027348140270130120240110210100844890180801507001-0102-0103-0504-0905-1506-2107-2708-3110-0711-1212-1801-0102-0103-0304-0605-1306-1807-2408-3010-0511-1112-17数据来源钢联Wind黑色数据报告铁矿石远期结构曲线铁矿大连元吨最新铁矿远期结构1个月前铁矿远期结构2个月前铁矿远期结构3个月前铁矿远期结构9609409209008808608408208007807607407207002022-12-012023-03-012023-04-102023-06-012023-07-102023-09-012023-10-102023-12-012024-01-10现货铁矿日照PB元吨公历铁矿石价格曲线元吨201820192020202120222023最新7天前30天前170010201600100015009801400960130094012009201100900920880100086090084080082070080060078050040061p5PB粉61p金布巴粉61p麦克粉I05MI09MI01M01-0202-0603-1304-1805-2406-2808-0209-0610-1811-2212-27日照港元干吨日照港元干吨日照港元干吨基差铁矿金布巴主力合约元吨公历基差铁矿金布巴01合约元吨公历2019202020212022202320182019202020212022202350060055045050040045035040030035030025025018127120020015015085771100100505000-5001-0202-0503-1104-1505-2306-2607-3009-0210-1311-1612-2001-0202-0503-1104-1505-2006-2307-2708-3010-1011-1312-17基差铁矿金布巴05合约元吨公历基差铁矿金布巴09合约元吨公历20182019202020212022202320182019202020212022202350055045050040045035040030035030025025020014027120015015085771100100505000-50-50-10001-0202-0503-1104-1505-2006-2307-2708-3010-1011-1312-1701-0202-0503-1104-1505-2006-2307-2708-3010-1011-1312-17数据来源钢联Wind黑色数据报告铁矿石利润铁矿进口PB粉元吨公历利润铁矿进口金布巴元吨公历201820192020202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