花旗：中国材料业_2025 年实地需求监测系列 #83 - 钢材库存与消费数据

CITI'S TAKE Flash | 12 Jun 2025 04:35:43 ET │ 9 pages China Materials 2025 On-ground Demand Monitor Series #83 – Steel Inventory and Consumption Data In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectations of a demand recovery have been largely cautious. We have shifted our near-term pecking order to steel > aluminum > lithium > copper > gold > battery > thermal coal > cement names. We have opened CWs for Chalco (note) and Tianqi (note) and ...