黑色板块1、钢材“”弱现实”与“强预期”并存,钢材有望震荡反弹。需求端,虽然当前钢材需求持续下滑,需求整体表现趋弱。但在政策预期持续增强的影响,需求改善预期随之而持续增强。需求端呈现“弱现实、强预期”的特征。供应端,钢厂检修减产力度持续加大,钢材产量环比和同比持续下降,钢材供应降至历史低位水平,供应收缩效应显著。总体而言,虽然钢材供需现状较弱,但随着宏观政策预期的升温回暖,叠加钢材供应端约束作用的...
Source Link黑色板块1、钢材“”弱现实”与“强预期”并存,钢材有望震荡反弹。需求端,虽然当前钢材需求持续下滑,需求整体表现趋弱。但在政策预期持续增强的影响,需求改善预期随之而持续增强。需求端呈现“弱现实、强预期”的特征。供应端,钢厂检修减产力度持续加大,钢材产量环比和同比持续下降,钢材供应降至历史低位水平,供应收缩效应显著。总体而言,虽然钢材供需现状较弱,但随着宏观政策预期的升温回暖,叠加钢材供应端约束作用的...
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