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【品种策略】螺纹：08月26日多家期货公司晨报观点汇总_我的网站

A |     螺纹机构观点汇总期货公司方向核心逻辑南华期货震荡钢厂亏损持续减产，螺纹产量与库存双降，但需求回暖未兑现；旺季预期落空，成本支撑与利润压缩博弈，价格上有顶下有底银河期货震荡建材需求季节性缓慢修复，螺纹库存去化较快；焦炭提涨、焦煤供应偏紧，成本支撑较强，但钢材库存增加制约上行】【。国都期货震荡供应收缩、库存下降，双焦上涨挤压钢厂利润抑制产量；需求虽弱但有回暖预期，基本面改善，关注3000元/吨支撑。

B |     

    Ministry of Commerce
China on Monday decided to impose anti-dumping tariffs of up to 54.3 percent on imports of pecans (Carya illinoensis) from Mexico and the US in the form of deposits after it ruled preliminarily that imports of pecans from the two countries were dumped in the Chinese market, China's Ministry of Commerce (MOFCOM) announced.  
The investigating authority found a causal link between the alleged dumping of imports of pecans from Mexico and the US and the injury suffered by Chinese producers. The ministry said it will impose provisional anti-dumping measures in the form of security deposits beginning August 11, 2026, according to an announcement on the ministry's website on Monday.
The dumping margins for Mexican companies were determined to be 17.8 percent to 51.6 percent. Since no US company has responded to the investigation, and in accordance with Chinese law and WTO rules, the dumping margin for all US companies was determined on the basis of the best information available at 54.3 percent, according to a spokesperson of the MOFCOM. 
China launched the anti-dumping investigation into pecan imports from Mexico and the US on September 25, 2025, under its Anti-Dumping Regulations, according to the ministry.
A number of Mexican companies responded to the investigation, but no US companies did so. 
China has always exercised caution and restraint in using trade remedy measures, and remains firmly committed to safeguarding fair and free trade, the MOFCOM spokesperson said on Monday, briefing on the preliminary ruling. China will continue to conduct the investigation in accordance with the law, fully protect the rights of all interested parties, and make an objective and impartial final ruling based on the findings of the investigation, the spokesperson said.
Pecans, also known as American walnuts or thin-shelled walnuts, are used both as snacks and in baking, and can also be processed into edible oil.
The MOFCOM spokesperson said that the ministry has conducted the investigation in accordance with the principles of fairness, impartiality, openness, and transparency, and in strict compliance with relevant Chinese laws and regulations as well as WTO rules.
The ministry said interested parties may submit written comments within 10 days of the announcement.
Global Times
。正信期货研究院震荡供应收缩、库存持续...。

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Published on:07:30:05