您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [南华期货]:2024热卷年度展望:供需矛盾加大 - 发现报告

2024热卷年度展望:供需矛盾加大

2023-12-21 南华期货 张曼迪
报告封面

20242023395020244065165/50/ Z0012648ym@nawaa.com F03095899zfh@nawaa.com 0571-817271070571-89727506 1............................................................................................................12....................................................................................................................23....................................................................................................................64....................................................................................................................95........................................................................................................11 1.1/............................................................12.1................................................................................22.2................................................................................22.3................................................................................32.4-/...........................................................42.5/....................................................................42.6...................................................................................53.1............................................................................63.2PMI..............................................................................................................63.3...........................................................................................73.4..............................................................................................73.5.......................................................................................84.1...................................................................................94.2................................................................................94.3..............................................................................10 1. 2023233-4-56-78 2. 2.1 2023121.5272311.6820221.52310.210.4%6.2%1.311 2023178817830.2% 2023321930366.02% 20211200 2022382011.44% 50%20% 5- SMM2023 11719302122530 SMM112302053 2181.13%33.33%38.08%SMM20223396520233695520228.8%20244043520239.42% 202420232% 2.2 7810 2024 2024 3. 3.1 202320231.52720221.5200.4% 11PMI49.40.1PMI0.149.40.546.3 3.2 202320231-102177 --- 77 4. 20231010 10-10 2024 5. 20242023395020244065165/50/ / 136310008400 8888 910www.nanhua.net603093