钢铁业未见“金九银十” 中钢协呼吁“自律控产”

Core Viewpoint - The Chinese steel industry is facing challenges due to a downturn in the real estate sector, leading to increased inventory and declining monthly profits, necessitating a new balance in market supply and demand [2][4]. Group 1: Market Conditions - The traditional "golden September and silver October" market performance did not materialize as expected, resulting in weak market trends [2]. - Steel prices have decreased year-on-year, with industry revenue declining at a slower rate than costs [2]. - The Ministry of Industry and Information Technology highlighted that supply-demand imbalance is the main contradiction affecting the industry's quality and efficiency [4]. Group 2: Industry Response - The China Iron and Steel Association (CISA) emphasizes the need to reduce crude steel production and adjust production intensity to stabilize operations [2]. - CISA advocates for self-discipline among steel enterprises to control production and inventory, avoiding price competition to mitigate market volatility [4]. - The long-term positive trend of the steel industry remains intact despite short-term pressures, supported by favorable macroeconomic policies [4]. Group 3: Strategic Focus - The industry must focus on meeting user demand and maintaining supply-demand balance to enhance effective supply capacity and promote positive interactions [5]. - CISA stresses the urgency of industry self-discipline and maintaining market order to improve overall industry efficiency [5].