行业情况及产品价格走势初判钢铁:7 月19 日雅鲁藏布江下游水电工程开工仪式举行,该工程将建设5 座梯级电站,总投资约1.2 万亿元;考虑到该工程对水轮发电机组需求较大,同时可能面临高海拔腐蚀环境,或对特种钢需求带动较大,可关注特种钢(如高强度不锈钢、水电钢、耐候钢)领域。短期累库压力有限,受宏观因素支撑,短期钢价或偏强震荡。铝:海外宏观不确定性仍存,国内政策利好铝价,原料端或支撑价格,预计短期...
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