节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
在持续宽松的货币及信贷政策支撑下，2026年一季度中国钢材需求逐步企稳，呈现基建投资强劲、制造业保持稳定、房地产行业缓慢复苏的特征。中国人民银行数据显示，市场活跃度显著提升，此外信贷及融资规模维持高位，整体资金供给充裕并持续流向实体经济。
当前基建建设为核心驱动力，受专项债及特别国债拉动，建筑钢材需求呈回升态Ŋ..汽车零部件等行业需求回暖。房地产市场仍处于筑底阶段，尽管新开工面积表现疲软，但受保障性住房及城乡更新政策影响，房地产领域钢材需求降幅已开始收窄。
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