节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
中国钢铁工业协会科技环保部专家顾问、中国金属学会电工钢分会原秘书长陈卓预测，到2030年，全球能源转型将推动电力需求增长1.2-1.3倍，到2040年需求将增长1.7-2.1倍。特别是中国的取向硅钢需求到2040年可能达到约350-400万吨，无取向硅钢需求预计将达到1300-1500万吨。
北京的中国钢铁企业首钢股份有限公司最近在业绩说明会上就取向硅钢和无取向硅钢的产业发展进行了探讨。
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