概述：近年来，房地产、基建投资逐步减弱，而钢结构、汽车、家电、造船等板块逐渐兴起，致使建筑业和制造业市场逐步分化，以螺纹钢为主的建筑用钢需求已进入长周期下行通道，而以热卷和中厚板为主的制造业用钢需求则表现出稳中有升的态势，随着“钢需”结构调整，未来板强长弱的格局或仍持续。一、全国固定资产投资高位回落 各主要板块走势分化从钢铁需求端来看，制造业投资明显好于房地产和基础设施投资，受人口结构变化、政策...
Source Link概述：近年来，房地产、基建投资逐步减弱，而钢结构、汽车、家电、造船等板块逐渐兴起，致使建筑业和制造业市场逐步分化，以螺纹钢为主的建筑用钢需求已进入长周期下行通道，而以热卷和中厚板为主的制造业用钢需求则表现出稳中有升的态势，随着“钢需”结构调整，未来板强长弱的格局或仍持续。一、全国固定资产投资高位回落 各主要板块走势分化从钢铁需求端来看，制造业投资明显好于房地产和基础设施投资，受人口结构变化、政策...
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