中国钢铁库存持续上升 – 荷兰国际集团
根据中国钢铁工业协会(CISA)的数据,荷兰国际集团(ING)商品分析师沃伦-帕特森(Warren Patterson)和埃瓦-曼特海(Ewa Manthey)指出,中国主要钢铁厂的钢材库存在8月中旬连续第二周上升至15.7万吨,较8月初上涨4%

根据中国钢铁工业协会(CISA),荷兰国际集团(ING)的商品分析师沃伦·帕特森(Warren Patterson)和埃娃·曼特海(Ewa Manthey)指出,主要中国钢铁厂的钢材库存在8月中旬连续第二周上升至1570万吨,比8月初增长4%。

拉斯班巴斯矿铜产量同比增长67%

“不过,钢材库存同比下降4.8%。主要钢铁厂的粗钢产量从8月初到8月中旬增长2%,达到212万吨/日,健康的钢材利润促使产量提高。”

“根据中国海关的数据,中国半成品钢材的出口在今年前七个月显著激增320%,达到740万吨。这主要是受到东南亚和中东地区强劲需求的推动。仅在7月份,出口量就超过150万吨(占全球钢材出口总量的14%)。”

“在铜方面,中国矿业公司MMG有限公司在2025年上半年将拉斯班巴斯矿的铜产量提高至21万吨,同比增长67%,与当地社区改善关系有助于避免意外停工。预计该矿在2025年将生产40万吨铜矿石,占MMG当年铜产量总目标的77%。”

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