节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
今年1-3月，中国房地产开发投资总额达17720亿元（合2583亿美元），同比下降11.2%，降幅较1-2月扩大0.1个百分点，这是中国中国国家统计局（NBS）公布的数据。同期，中国新建商业房地产销售总面积为1.9525亿平方米，同比下降10.4%，降幅较前两个月收窄3.1个百分点。3月销售有所改善，但与2025年相比仍显疲软。一季度，中国房屋施工总面积同比下降11.7%。
与该领域钢材消费直接相关的中国房屋新开工面积同比下降20.3%，低于今年前两个月23.1%的...
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