节点:下游(终端消费/应用)位置:下游情绪:利空参考度:3/10


尽管全球钢铁需求呈现回升态势,但德国钢铁联合会(WV Stahl)表明,德国钢铁工业依然面临长期停滞的难题。依据世界钢铁协会的短期预测,2025 年全球钢铁需求将维持在 18 亿吨上下,2026 年预计仅实现 1.3%的小幅增长。而德国 2025 年钢铁需求预计仅微弱增长 1.5%至 2700 万吨,2026 年增长 4.6%至 2800 万吨,其复苏力度显著弱于其他工业化国家。

德国钢铁市场正承受多重压力,如用钢行业需求疲软、全球钢铁产能过剩以及进口压力不断增大。因汽车、机械和设备制造等关键...

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