节点：下游（终端消费/应用）位置：下游情绪：利空参考度：9/10
中国不锈钢市场第三季度面临短期压力，预计在减产及季节性需求推动下将迎来反弹。7-8月高温多雨通常抑制建筑活动，导致无锡、佛山等主要市场库存消耗放缓。为应对利润空间收缩，不锈钢钢厂启动检修，6-7月计划产量预计下降4.11%。
进入9月，传ǻ..宏观层面，全球金属市场面临美国潜在加息及拟议关税带来的压力。国内市场方面，产业产能置换新规旨在淘汰落后产能。原材料成本驱动因素持续减弱，国内供需格局成为市场主要驱动力量。
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