Cement and rebar prices continue to diverge. First, rebar has a stronger financial attribute and is more affected by market sentiment. Second, cement has weak inventory capacity and faces greater pressure from insufficient demand and high inventory levels. (Caitong Securities)
<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/e684dabc-a440-409d-af26-2e79cf01f0aa.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/e684dabc-a440-409d-af26-2e79cf01f0aa.png"/>

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Cement and rebar prices continue to diverge. Firstly, rebar has a stronger financial attribute and is more influenced by market sentiment. Secondly, cement has weak inventory capacity and faces greater pressure from insufficient demand and high inventory levels. (Caitong Securities)

水泥与螺纹钢背离，弱现实 VS 强预期？