节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10
五一假期后，中国碳钢及不锈钢市场受宏观经济情绪改善与原材料成本上升支撑而走强。能源价格走高、运费持坚及煤炭需求增强推动铁矿石价格上涨，进而提振钢铁行业整体信心。
不锈钢领域，印尼镍矿供应趋紧及冶炼...
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