首鋼股份(000959.SZ)近期市場預判:受國內能耗雙控與粗鋼壓產政策影響,鋼材大類品種間供需形勢出現分化
格隆匯10月10日丨首鋼股份(000959.SZ)公佈,受汽車行業芯片短缺影響,公司重點產品汽車板當月產量同比小幅下降,酸洗汽車用鋼當月產量與上月持平,較上年同期水平有所下降;由於電工鋼產線進行年度檢修,電工鋼當月產量同比下降。但重點產品1-9 月累計產量同比增加,具體如下:

其它經營動態 :(一)9月新增產品認證機會118項,其中汽車板產品80項,酸洗板產品33項,熱軋產品1項,冷軋非汽車產品4 項。
(二)1-9月無取向高牌號電工鋼銷量佔比同比提高約9個百分點;新能源汽車用電工鋼銷量同比增加約256%;取向電工鋼0.23mm及以下薄規格產品銷量同比提高約16%。
(三)10月電工鋼、汽車板、鍍錫板、熱軋耐候鋼等高端高效產品及MCCR、熱基鍍鋅等新產線合同充足。公司持續抓牢熱軋耐候鋼市場機遇,接單總量及薄規格產品比例保持行業領先。
近期市場預判:受國內能耗雙控與粗鋼壓產政策影響,鋼材大類品種間供需形勢出現分化:建築鋼材產量下滑,建築行業進入施工旺季,供需關係趨於緊張,價格走勢較強;由於近期能耗雙控與限電限產政策造成製造業開工率有所下降,需求減少,板材市場供需關係由供應偏緊轉向供需平衡,市場價格趨穩。
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