节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:4/10
日本经济产业省(METI)上调了4-6月季度的粗钢产量预测,反映出日本主要钢铁企业的展望较4月初略有乐观。
根据经济产业省的最新预测,日本钢厂预计4-6月粗钢产量为2072万吨,高于去年同期的2015万吨,且超过1-3月产量。尽管这一水平仍较低,但将是自2023年10-12月以来,十个季度中首次实现同比增长。
以粗钢计,国内需求预计同比增长1.4%至1397万吨,而出口需求预计同比下降3.8%至590万吨。
经济产业省表示,“需求环境未发生显著变化”,但敦促行业对中东局势、中国钢铁供需平衡恶化以及美国关税政策的发展保持警惕。
对于该省跟踪的重点产品,H型钢产量预计约为75万吨,较1-3月增加1万吨,同比增..
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