據商務部(bu)監測,上周(zhou)(8月31日至9月6日)全國(guo)36個(ge)大中城市食用(yong)農產品市場價(jia)格總體(ti)保持平(ping)穩,流通環節生(sheng)產資料價(jia)格繼(ji)續(xu)下(xia)跌。鋼材(cai)價(jia)格下(xia)降0.7%,其中螺紋鋼、工字鋼價(jia)格分別下(xia)降1%和(he)0.9%。
上(shang)周(zhou)(zhou)Myspic綜(zong)合指(zhi)數報79.95點,較前(qian)一(yi)周(zhou)(zhou)下(xia)跌(die)(die)0.87%,跌(die)(die)勢(shi)大幅(fu)(fu)收窄。(MyIpic)鐵礦石(shi)綜(zong)合指(zhi)數報66點,較前(qian)一(yi)周(zhou)(zhou)上(shang)漲1.23%。上(shang)周(zhou)(zhou)金融市(shi)(shi)場(chang)(chang)(chang)在(zai)走出V型(xing)走勢(shi)后窄幅(fu)(fu)波動,鋼(gang)(gang)坯價格小(xiao)幅(fu)(fu)上(shang)漲至1740元/噸。鋼(gang)(gang)材現貨價格整體窄幅(fu)(fu)趨弱(ruo),受(shou)我國閱兵(bing)放(fang)假(jia)(jia)影(ying)響,市(shi)(shi)場(chang)(chang)(chang)成交(jiao)清淡,特別是(shi)京津(jin)冀(ji)地區更是(shi)有(you)價無市(shi)(shi),在(zai)市(shi)(shi)場(chang)(chang)(chang)庫存壓力不(bu)大下(xia),商家多(duo)(duo)謹慎報價來度過假(jia)(jia)期。節后首個交(jiao)易日(ri),壓抑多(duo)(duo)日(ri)的(de)京津(jin)冀(ji)市(shi)(shi)場(chang)(chang)(chang)成交(jiao)有(you)所轉(zhuan)好(hao),其他(ta)市(shi)(shi)場(chang)(chang)(chang)成交(jiao)依然不(bu)溫不(bu)火。
上(shang)周,美國(guo)8月(yue)(yue)ISM制(zhi)造(zao)業(ye)(ye)(ye)(ye)(PMI)降(jiang)(jiang)(jiang)至(zhi)(zhi)51.1,為(wei)兩年(nian)(nian)(nian)多來最低(di)(di)(di)水平(ping)。8月(yue)(yue)新增(zeng)(zeng)非農就業(ye)(ye)(ye)(ye)人數為(wei)17.3萬(wan)人,大幅低(di)(di)(di)于(yu)預(yu)(yu)期(qi)(qi)的21.7萬(wan),失業(ye)(ye)(ye)(ye)率則從5.3%降(jiang)(jiang)(jiang)至(zhi)(zhi)5.1%,為(wei)2008年(nian)(nian)(nian)4月(yue)(yue)來最低(di)(di)(di)水平(ping),達到了美聯儲認(ren)為(wei)的充分(fen)就業(ye)(ye)(ye)(ye)水平(ping)。高盛預(yu)(yu)計(ji)美國(guo)9月(yue)(yue)不會(hui)加(jia)息。歐元區8月(yue)(yue)CPI同(tong)比(bi)(bi)(bi)初值(zhi)0.2%,好于(yu)預(yu)(yu)期(qi)(qi)。8月(yue)(yue)歐元區制(zhi)造(zao)業(ye)(ye)(ye)(ye)PMI終值(zhi)比(bi)(bi)(bi)7月(yue)(yue)低(di)(di)(di)0.1,但分(fen)項指數中(zhong)就業(ye)(ye)(ye)(ye)指數增(zeng)(zeng)長為(wei)四年(nian)(nian)(nian)來最快(kuai)。日本7月(yue)(yue)工業(ye)(ye)(ye)(ye)生產(chan)意外較(jiao)前月(yue)(yue)下(xia)(xia)滑(hua)0.6%,顯示海外需求疲(pi)弱及(ji)高庫存正重壓(ya)生產(chan)。高盛下(xia)(xia)調中(zhong)國(guo)未來三年(nian)(nian)(nian)GDP增(zeng)(zeng)速預(yu)(yu)期(qi)(qi),將2016年(nian)(nian)(nian)中(zhong)國(guo)GDP增(zeng)(zeng)速預(yu)(yu)期(qi)(qi)從6.7%下(xia)(xia)調至(zhi)(zhi)6.4%。國(guo)內(nei)方面:8月(yue)(yue)制(zhi)造(zao)業(ye)(ye)(ye)(ye)PMI降(jiang)(jiang)(jiang)至(zhi)(zhi)49.7%,創3年(nian)(nian)(nian)新低(di)(di)(di)。非制(zhi)造(zao)業(ye)(ye)(ye)(ye)商(shang)務活動指數為(wei)53.4%,比(bi)(bi)(bi)上(shang)月(yue)(yue)回落(luo)0.5%。人民幣中(zhong)間價再漲逾百點,最近四日累(lei)計(ji)升值(zhi)466點。8月(yue)(yue),全(quan)國(guo)發用(yong)(yong)電和鐵路貨運(yun)裝車(che)情況都有所好轉,預(yu)(yu)計(ji)8月(yue)(yue)全(quan)國(guo)發用(yong)(yong)電同(tong)比(bi)(bi)(bi)增(zeng)(zeng)長3%左右,9月(yue)(yue)有望繼續保持增(zeng)(zeng)長。未來5年(nian)(nian)(nian)我(wo)國(guo)配電網建設改造(zao)累(lei)計(ji)投資不低(di)(di)(di)于(yu)2萬(wan)億(yi)。公積金貸款購二(er)套房最低(di)(di)(di)首(shou)付比(bi)(bi)(bi)例降(jiang)(jiang)(jiang)至(zhi)(zhi)二(er)成,為(wei)年(nian)(nian)(nian)內(nei)第二(er)次大幅下(xia)(xia)調。8月(yue)(yue)中(zhong)國(guo)鋼(gang)(gang)鐵行業(ye)(ye)(ye)(ye)PMI為(wei)44.6,環比(bi)(bi)(bi)回升2.4%。8月(yue)(yue)中(zhong)旬會(hui)員鋼(gang)(gang)鐵企(qi)業(ye)(ye)(ye)(ye)粗鋼(gang)(gang)日均(jun)產(chan)量172.09萬(wan)噸,較(jiao)上(shang)一旬167.96萬(wan)噸增(zeng)(zeng)加(jia)4.13萬(wan)噸,增(zeng)(zeng)幅2.46%。
總(zong)體來看(kan),隨著9月消費旺季的來臨,商家心態謹(jin)慎看(kan)多(duo),加之供應(ying)量的小幅增多(duo),預計短期(qi)鋼材市場價格仍將(jiang)弱勢運行為主。