节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10
中国台湾中钢公司（CSC）在投资者会议上披露供需结构改善。尽管中东冲突导致欧亚半成品钢供应受阻，公司仍成功将板坯销售多元化至东南亚、北美及南美市场，并采用FOB条款以规避运费上涨风险。国内市场方面，商业项目及科技设施建设持续支撑钢铁需求，中国台湾天然气供应保持稳定，尽管原材料进口运费同比上涨22%..
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