【上周财经要点:10 月金融数据显示社融总量偏弱】地产端销售有所好转,然而新开工和施工依旧偏弱,钢材需求仍受地产拖累。 从平衡表来看,短期钢厂复产意愿平常,供给压力减轻,矛盾不突出。 基本面压力在于无强劲需求指引,原材料供需宽松致成本端承压,预计盘面总体呈震荡偏弱走势,年内或有政策影响。
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