首钢(000959.SZ):钢材市场供需基本面呈紧平衡状态 短期料震荡偏强运行
首钢股份(000959.SZ)公布,公司5月电工钢、汽车板、集装箱等高端高效产品合同充裕,交付率得到进一步提升。持续抓住集装箱市场机遇,最大限度承接合同,5月承接合同24万吨,薄规格比例67%。
今年以来新能源汽车用无取向电工钢订单实现大幅增长,今年首五个月累计订单量是去年同期的3.5倍;高端无取向电工钢订单量持续增长,订单量超产能50%。当前钢材市场供需基本面呈紧平衡状态,预计短期内国内钢材市场价格继续震荡偏强运行的概率较大。
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