華菱鋼鐵(000932.SZ):預計2023年鐵礦石均價將較2022年中樞下移
格隆匯5月19日丨有投資者在投資者互動平台向華菱鋼鐵(000932.SZ)提問,“請問公司如何看待鐵礦石價格走勢,請問公司是否和國內鋼企探索成立新的鐵礦石採購可能性?”
華菱鋼鐵回覆稱,鐵礦石方面,從需求端看,國內經濟温和復甦,中國鋼鐵行業產能產量“雙控”政策預計將持續,且受全球宏觀經濟增長放緩的影響,全球鋼鐵產量預計難有增量,因此難以支撐鐵礦石需求的增長。供給端看,2023年是鐵元素供給增加較多的一年,印度礦供應恢復,四大礦山供應有增量,國內廢鋼供應好轉,加之國家政策層面對大宗原材料炒作監管愈發嚴格,預計2023年鐵礦石均價將較2022年中樞下移,全年呈現前高後低震盪走勢。
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