节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10


日本各大贸易公司面临铁矿石与炼焦煤价格长期低迷困境。因中国钢铁产品大量涌入亚洲及其他地区，限制了这些公司利润，该状况预计至少持续至未来六个月。

三菱与伊藤忠公司高管称，供应过剩情况将在其下一财年（截至明年3月）下半年持续，会进一步加剧日本金属贸易集团旗下金属业务部门过去一周所报告的季度利润下滑态势。

中国作为全球最大钢铁生产国，钢铁出口量飙升至历史新高。因中国房地产市场急剧下滑影响需求，给钢铁及其原材料价格带来压力，美国政府实施的关税也让商业环境更复杂。

三菱公司执行副总裁野津佑二周二表示，鉴于当前中国经济与铁矿石需求状况，市场恢复尚需时日。当日公布第二季度业绩时，三菱称今年中国钢铁出口量延续2024年增速，已超1亿吨À..

The complete content requires login

You can view the full content after logging in. If you don't have an account, please register first.

Log in to view the full text

This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
[ai_simple_sources]