Smokestack industries such as steel still drive China’s economy. Now that the country has reopened and the property market is coming back to life, demand for steel should rise. BHP and Rio both predict steel production will increase this year. In fact, steel prices held up throughout the shutdown and product inventories have peaked. Could the worst be over? Unfortunately, not yet.
煉鋼等重污染工業(yè)仍在推動(dòng)著中國經(jīng)濟(jì)。由于中國已復(fù)工復(fù)產(chǎn)，房地產(chǎn)市場正在復(fù)蘇，鋼材的需求量應(yīng)會(huì)上升。必和必拓(BHP)與力拓(Rio)均預(yù)測今年中國的鋼鐵產(chǎn)量將會(huì)增加。事實(shí)上，在中國停工停產(chǎn)期間，鋼價(jià)一直沒怎么變動(dòng)，產(chǎn)品庫存也達(dá)到了峰值。最糟糕的時(shí)候過去了嗎？很不幸，還沒有。
您已閱讀18%（521字），剩余82%（2304字）包含更多重要信息，訂閱以繼續(xù)探索完整內(nèi)容，并享受更多專屬服務(wù)。