节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
根据世界不锈钢协会发布的初步报告，今年第一季度全球不锈钢粗钢产量环比下降3.4%至1577万吨，同比增长2.5%。
worldstainless数据显示，该季度与2025年第一季度相比，中国不锈钢粗钢产量增长4.3%，亚洲地区增长3.3%，美国增长2.3%，欧洲下降4.6%。
不锈钢粗钢产量（千公吨）：亚洲2025年第一季度为13008，2026年第一季度为13435，同比变化+3.3%；中国2025年第...
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