国泰君安：钢铁需求持续回升总库存开启降势

智通财经2025-03-11

智通财经APP获悉，国泰君安发布研报称，上周五大品种钢材表观消费量853.11万吨，环比升25.83万吨；产量834.28万吨，环比降7.98万吨；总库存1860.29万吨，环比降18.83万吨，维持2017年以来同期最低水平。随着淡旺季逐步切换，钢铁需求有望持续回升，总库存则将维持下降趋势。展望来看，预期随着地产政策逐步传导，地产有望止跌企稳，且考虑地产端钢铁需求占比下降，预期地产对钢铁需求的...

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国泰君安：钢铁需求持续回升 总库存开启降势

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国泰君安：钢铁需求持续回升总库存开启降势