节点:下游(终端消费/应用)位置:下游情绪:利空参考度:7/10


阿根廷钢铁行业商会(Acero Argentino,简称AA)发布报告称,2月份该国粗钢产量为27.22万吨,较1月的35.14万吨下降近23%。AA指出,当地钢铁需求仍显疲软,税收环境不利于本土增值生产,进口压力加剧,加之来自中国的不公平竞争,持续对阿根廷钢铁行业产生显著影响。

AA在声明中表示,“阿根廷正持续推进宏观经济稳定进程,这是实现持续经济增长的必要条件。”AA补充道,阿根廷钢铁行业当前产能利用率仍低于历史潜力水平。环比数据显示,热轧卷板(HRC)产量暴跌60.6%至5.98万吨,冷轧卷板(CRC)产量下降52.3%至4.93万吨,长材产量下滑28.9%至8.86万吨。

与2025年2...汽车行业尽管较1月增长41.1%,但较2025年2月仍下降30.1%。

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