摩根大通：中国的金属库存-中国刺激计划三周期间的实物库存趋势_中国钢铁产量增长 2%，铁矿石到货量创 5 年来最高水平，中国铜溢价上周下跌 20%

Europe Equity Research 21 October 2024 Metal Inventories in China China physical inventory trends during 3 weeks of stimulus: China steel output accelerates 2%, iron ore arrivals at highest in >5 years & China copper premia fell 20% last week | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...