节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
在经济合作与发展组织（OECD）第99次钢铁委员会会议（2026年3月23-24日）上，42个代表团共288名代表指出，全球钢铁市场供需格局持续承压，核心矛盾集中于产能过剩矛盾凸显、贸易扭曲效应扩大及规避限制行为增多。
需求端数据显示，全球钢铁需求已连续四年收缩，2025年同比降幅超2%；2026年虽预计温和修复，但中东地缘冲突对能源与原材料供应链安全的扰动仍存，持续压制市场信心。产能端，2025年全球钢铁过剩产能攀升至6.4亿吨，较OECDƈ..
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