摘要钢铁行业长期面临需求下降的压力,供给端能否及时动态地匹配需求降级是决定市场走势的核心因素。当前供给调整已经进入了深水区,政策调控与行业自律的变化决定了市场节奏。1粗钢产量进入弧顶下行加速期中国粗钢产量已迈过规模峰值,正式进入弧顶下行加速期。在产量平控、超低排放改造及碳市场约束下,叠加终端需求结构性调整,行业主动减产成为主流。未来,市场利润压缩与库存去化压力进一步倒逼产能优化,这一下行趋势将随...
Source Link摘要钢铁行业长期面临需求下降的压力,供给端能否及时动态地匹配需求降级是决定市场走势的核心因素。当前供给调整已经进入了深水区,政策调控与行业自律的变化决定了市场节奏。1粗钢产量进入弧顶下行加速期中国粗钢产量已迈过规模峰值,正式进入弧顶下行加速期。在产量平控、超低排放改造及碳市场约束下,叠加终端需求结构性调整,行业主动减产成为主流。未来,市场利润压缩与库存去化压力进一步倒逼产能优化,这一下行趋势将随...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.