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当前限电对特殊材质管产量的实际影响还有待观察
文章来源:http://dmgbb.com 人气:245 发表时间:2011/5/23 14:08:25 浏览次数:

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  近期国内电力供应已形势严峻,全国多个省市均开始采取限电措施,这对粗钢产量或多或少有一定影响。频创新高的粗钢产量数据在4月中旬发生了变化似乎佐证了这个问题,据中钢协统计数据显示,4月中旬全国粗钢日均产量为190.39万吨,环比上旬回落7.53万吨。但在钢铁产能明显过剩的情况下,当前限电对特殊材质管产量的实际影响还有待观察。笔者认为沪钢实际走势将取决于产量、需求、库存、宏观等因素的综合效应。限电导致粗钢产量出现了一定程度的回落,下游行业需求也必定减弱,在供需矛盾难以改善的情况下,短期钢价大幅上涨并不合理。

 

 

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