本周大盘上涨1.75%，钢铁板块上涨1.6%，小幅跑输大盘。个股方面，上海钢联上涨15.99%，近期表现一般的三钢闽光也上涨5.5%。

行业动态信息评述 ................................................................................................................................................... 4

价格表现 ................................................................................................................................................................... 6

钢材产品价格 ................................................................................................................................................... 6

原材料价格 ....................................................................................................................................................... 7

期现价差 ........................................................................................................................................................... 9

库存 ......................................................................................................................................................................... 10

钢材产品社会库存 ......................................................................................................................................... 10

钢材产品钢厂库存 ......................................................................................................................................... 11

原材料库存 ..................................................................................................................................................... 12

毛利润 ..................................................................................................................................................................... 13

长流程毛利 ..................................................................................................................................................... 13

短流程毛利 ..................................................................................................................................................... 14

开工率 ..................................................................................................................................................................... 15

钢铁行业及个股表现 ............................................................................................................................................. 16

本周行业要闻 ......................................................................................................................................................... 17

近期钢铁上市公司跟踪 ......................................................................................................................................... 17

风险分析 ................................................................................................................................................................. 21