节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
中国建筑钢材国内市场3月价格温和上涨，供需逐步修复。受春节后需求低迷及钢厂利润微薄影响，供应修复节奏偏缓；叠加地缘冲突驱动原材料价格上行，成本端支撑强劲是当前价格反弹的核心逻辑。
供应端，3月建筑钢材钢厂开工率、产量较2月均有提升。尽管钢厂产量增加，但严格的利润管控使ž..螺纹钢库存环比下降约13.68万吨。钢厂生产利润方面，高炉钢厂盈利略有改善，主要因价格涨幅略快于原材料成本涨幅。
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