位置:中游情绪:利空参考度:4/10


JSW 2025财年一季度销量达596万吨2025财年一季度,JSW公司钢材销售情况呈现出中国与出口市场的不同变化。

中国销量方面:与2024财年四季度相比,出现环比大幅减少。2024财年四季度中国销量为672万吨,而2025财年一季度降至596万吨,环比降幅达11.3%。但相较于2024财年一季度的531万吨,2025财年一季度则大幅增长12.2%。同时,钢材内销量占比有所提升,从2024财年四季度的92%,环比小幅提高1.0个百分点,达到93%,且高于2024财年一季度的90%。

出口销量方面:受多种因素影响。国际..关税政策等,致使钢材出口量下滑。2024财年四季度出口量为77万吨,2025财年一季度环比小幅下降5.2%,降至73万吨;与2024财年一季度的81万吨相比,也下滑9.9%。出口占比同样回落,从2024财年四季度的8%,环比大幅回落1.0个百分点至7%,低于2024财年一季度的10% 。

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