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【品种策略】焦炭：09月30日多家期货公司晨报观点汇总_蜘蛛资讯网

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bsp;   焦炭机构观点汇总期货公司方向核心逻辑南华期货震荡钢厂对焦炭采购价格上调，但钢材市场供需双增且库存去化不及预期，长流程钢厂利润支撑减产动力不足，原料补库接近尾声，成本支撑减弱，整体基本面向下驱动强于向上，需警惕宏观利好政策影响。兴业期货空钢厂原料补库速率减弱，节前备货完成，期价走势偏弱，尽管河北部分钢企上调采购价，但其他地区接受不一。恒泰期货震荡焦炭第一轮

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