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中国材料 2025 年实地需求监测钢铁库存与消费数据-China Materials_ 2025 On-ground Demand Monitor Series #119 – Steel Inventory and Consumption Data
2025-08-18 02:52
CITI'S TAKE Flash | 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. Latest pecking order: aluminum > steel > copper > thermal coal > battery > gold > lithium > cement. Production — According to data from Mysteel, from Aug 8 to Aug 14, total China steel production was 8.7mt, +0.3% WoW and +12% YoY, of which rebar/HRC/CRC production was 2.2/3.2/0.9mt, -0.3%/+0.2%/+0.2% WoW and +32.5%/+4. ...