架子管厂出货400-500吨，华南华东在600-800吨，南方需求好于北方，节后安钢、首钢复产，武钢、鞍钢检修，影响十月份日产2万吨。供应端超预期趋缓，后市热轧行情大幅降低的可能性不大，考虑到今日尾盘趋弱，多头持仓减少大于空头，预计明天热轧价格稳中趋弱可能性较大。

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