节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
淡水河谷作为对华有重要商业往来的全球化企业，高度重视中国两会及政府工作报告，将其视为研判中国宏观经济走势、产业政策方向及市场需求变化的重要窗口，亦是优化在华战略布局的关键参考，期望与中国发展同频共振实现可持续长期增长。
淡水河谷首先关注中国2026年经济增长目标（4.5%-5%），该目标务实且与2035年中长期目标一致；赤字率拟按4%左右安排（规模超5.8万亿元），体现积极财政政策为增长蓄力。中国是淡水河谷最大市场，2025年向中国供应1.98亿吨铁矿石（占全年销量超60%），营收占比超一半，中国政策连续性与增长韧性为其长期规划提供支撑。
其次，淡水河谷密切关注ş..汽车等消费政策）利好钢铁发展。
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