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華菱鋼鐵(000932.SZ):預計2023年用鋼需求整體較2022年會有小幅提升,二季度有望環比改善
格隆匯 05-08 15:05

格隆匯5月8日丨華菱鋼鐵(000932.SZ)於2023年5月4日進行電話會議,就“二季度各品種的訂單和需求情況?”,公司表示,3月以來下游需求繼續温和復甦,但需求恢復結構性差異較大,新能源汽車、造船、風電、壓力容器等需求呈現穩定向好態勢,基建是穩增長的重要抓手,家電、工程機械需求環比改善。受特斯拉降價影響,消費者觀望情緒增加,乘用車需求出現下滑,工業線棒材下游需求也受到一定影響;房地產行業企穩並有邊際改善,但傳導到新開工端仍需相當長時間,建築用鋼需求仍然疲軟。預計2023年用鋼需求整體較2022年會有小幅提升,二季度有望較一季度環比改善。

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