节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
钢铁动力公司发布2026年第二季度盈利指引，预计其多数业务较第一季度将取得更强业绩，主要得益于钢铁业务的业绩改善。
钢铁业务预计将实现显著更高的盈利，本季度售价上涨速度快于废钢投入成本。该公司表示，订单活动强劲、库存水平较低，且非住宅建筑、能源、汽车及工业终端市场需求稳健。
金属回收部门预计与第一季度大致持平。铁及非铁金属出货量预计将有所增加，...
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