节点：下游（终端消费/应用）位置：下游情绪：利空参考度：9/10
8月，因政府加强生产管控，中国煤炭和钢铁产量下降。煤炭产量连续第二个月同比下滑，钢铁产量则连续第四个月同比下降。随着中国多年房地产危机的影响持续，水泥、玻璃等其他建筑材料产量也有所下降。
8月，工厂通缩情况6个月来首次缓解，这初步表明中国在反内卷行动上或许正在取得进展。9月初为保障阅兵期间空气质量，北京周边重工业限产，这也对钢铁等大宗商品产生了影响。
煤炭产量下降3.2%，至3.91亿吨，主要原因是暴雨以及政府对过度开采的限制。由于经济增速放缓和8月天气较为温和，...
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政府管控真的能有效解决产能过剩吗？但愿这不是治标不治本。