节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
中国3月采购经理人指数（PMI）重回扩张区间，显示基建投资拉动及制造业活动改善推动经济复苏。不过，房地产行业复苏仍显迟缓，钢铁企业持续面临出口限制及欧盟碳边境调节机制（CBAM）压力，利润空间受限。全球层面，美联储高利率政策支撑下的强...
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