在现货商连续下调出厂价后，近期现货跌势放缓，65Mn钢板并未如预期般快速修复。由于普氏指数回调，加上煤焦持续弱势下行，近期螺纹跌幅较小，盘面利润略回升。钢厂高炉开工率下行，产能利用率与上月基本持平。随着北方地区进入冬季，需求季节性萎缩，但面临钢厂较高的库存水平，冬储行情或难大规模启动，对钢价影响不大。钢价维持弱势震荡的格局。
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基于产业层面的分析，随着钢厂亏损程度加重，成本支撑弱化，虽然品种间走势会出现分化，并且几乎期货全部呈现贴水的格局，但螺纹远月贴水幅度较小，现货升水一直维持在200元的历史中位数水平，钢价或有较大的震荡，但产业链各环节价格强弱分化不会改变其下行趋势。 http://jledai.com
