节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:3/10


德国钢铁联合会(Wirtschaftsvereinigung Stahl,WV Stahl)提供的信息显示,德国3月粗钢产量同比增长7.5%,达335万吨。1-3月产量同比增长9%,至926万吨。

当月,德国生铁产量达202万吨,同比增长6.7%;1-3月生铁产量同比增长10.4%,至587万吨。3月,德国热轧钢产量同比增长3.5%,达289万吨;今年前三个月热轧钢产量同比增长4.9%,至801万吨。

尽管产量有所增长,WV Stahl警告称,产量上升并不意味着真正的复苏。该联合会首席执行官克斯汀·玛丽亚·里佩尔表示,当前产量水平(相当于年化约3700万吨)仍低于可持续产能利用率所需的4000万吨阈值。德国粗钢产量在2025年已降至3410万吨,为全球金融危机以来的最低水平。

主要挑战仍是需求疲软。自2017年以来,德国钢铁消费量下降约30%(即1200万吨),汽车和机械工程等关键行业表现仍不佳。近期供应状况的改善主要归因于库存补充,而非实际需求复苏。德国在..

The complete content requires login

You can view the full content after logging in. If you don't have an account, please register first.

Log in to view the full text

This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
[ai_simple_sources]