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前秘书长陈卓预测，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。特别是中国取向硅钢需求预计到2040年将达到约350万至400万吨，无取向硅钢需求预计将达到1300万至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讨论了取向硅钢和无取向硅钢的产业发展。
据首钢介...
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