节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


中国海关数据显示,今年1-3月,中国冶金焦出口量达195万吨,同比增长10.3%。

3月单月,中国冶金焦出口量为52万吨,同比下降31.8%。

今年1-3月,中国煤炭出口量为138万吨,同比下降2.1%;3月单月煤炭出口量38万吨,同比下降18.7%。

今年前三个月,炼焦煤价格下降降低了焦炭..钢铁产能扩张刺激了对焦炭的需求。此外,中国前三个月粗钢产量同比下降4.6%,显示国内焦炭需求存在下行压力。不过,一季度焦炭出口10.3%的快速增长全年恐难持续,2026年出口量或增长约5%。

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