【信达能源】钢铁周报:反内卷逻辑持续演绎,钢铁板块配置价值凸显

黑金新视野
Dec 14, 2025

本周市场表现。本周钢铁板块下跌2.53%,表现劣于大盘;其中,特钢板块下跌1.00%,长材板块下跌2.66%,板材板块下跌3.20%;铁矿石板块下跌2.38%,钢铁耗材板块下跌2.84%,贸易流通板块下跌0.490%。供给情况。截至12月12日,样本钢企高炉产能利用率85.9%,周环比下降1.16百分点。截至12月12日,样本钢企电炉产能利用率52.8%,周环比下降1.05百分点。截至12月12日...

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