钢铁周观点:若限产严格执行 钢材利润有望修复

中信建投证券
Aug 10, 2025

核心观点1-7月,我国货物贸易进出口总值25.7万亿元,同比增长3. 5%。其中,出口15.31万亿元,同比增长7.3%(7月同比增长8%)。聚焦钢铁行业,1-7 月我国出口钢材6798.3 万吨, 同比增长11.4%,出口均价699.7 美元/吨(7 月出口钢材983.6 万吨,环比增长1.6%)。前7 个月中国出口在外部压力下展现强劲韧性,核心动力来自新兴市场开拓、高技术产品竞争力及民企活力。...

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