节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
中国钢铁行业正经历痛苦但关键的转型。尽管政府出台政策抑制过度竞争并支持行业增长，推动旺季需求略有回暖，但原材料成本高企持续对行业构成压力。由于成本占收入比重约96%，该行业一季度亏损超33亿元，多数钢铁产品仍处于负毛利状态。
市场需求亦在发生变化。房地产传统需求持续萎缩，而由长期政府债券支持的基建项目及韧性较强的高端制造业正成为主要驱动力。这种需求结构转变导致..
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