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华福证券:2024年钢材需求有望企稳增长

Securities Times ·  Jan 23 14:14

证券时报网讯,华福证券研报指出,现阶段钢材生产仍以满足国内需求为主,钢材大量出口不具备可持续性。2024年随着供给侧改革深入,预计粗钢产量进一步收紧。当前,钢铁下游需求面临结构调整,地产拖累逐步减轻,基建需求预期强,制造业持续景气,逐渐成为拉动钢材需求的主要动力,2024年钢材需求有望企稳增长,钢材出口回落,供需基本面改善。

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