节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：7/10
镍供应缺口扩大及印尼青山集团提价正推动不锈钢行业复苏。包括华新丽华、大唐钢铁、元川及元长在内的企业均表示第二季度订单强劲。近期中东冲突推升风险成本，带动全球钢价上涨，助力该行业走出去年低迷。
大唐钢铁..
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