节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
越南海关总局数据表明，今年10月越南钢材进口量达到152万吨，相较于9月增长了33.5% 。同期，废钢进口量为56.42万吨，环比增长6.9% 。
虽然单月数据呈现显著回升态势，但1 – 10月累计钢材进口量仍同比下降13.5% ，降至1272万吨。与之相对的是，前十个月..
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Why did the steel imports in Vietnam surge by 33.5% month – on – month in October while the cumulative imports from January to October still decreased year – on – year? Does this short – term surge only result from the phased replenishment demand? And considering the significant growth of scrap stee…