Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints of the Report - On July 28, polysilicon and industrial silicon both fluctuated weakly and hit the daily limit. The main polysilicon 2509 contract closed at 49,405 yuan/ton, with an intraday decline of 5.84%, and the position decreased by 18,873 lots to 136,000 lots. The main industrial silicon 2509 contract closed at 89,150 yuan/ton, with an intraday decline of 8%, and the position decreased by 44,246 lots to 279,000 lots [2]. - Industrial silicon is in the marginal game between coal mine disturbances and large - scale factory restarts, with limited callback space. Polysilicon faces the core contradiction between policy expectations and weak reality, and the trading logic of futures and spot deviates. After the policy fermentation period turns into a platform period, the over - heated speculative demand cools down and returns to the range - bound mode. The lowest cost pricing of the spot provides support for the futures, and the deep - decline space of the futures is limited [2]. - After the exchange adjusts the margin and handling fees, avoid heavy - position chasing up and selling down. Appropriate attention can be paid to the inter - month reverse spread space and PS/SI ratio arbitrage. Also, pay attention to the restart progress of industrial silicon and the policy promotion of polysilicon [2]. Group 3: Summary by Relevant Catalogs 2. Daily Data Monitoring - **Industrial Silicon**: The futures settlement prices of the main and near - month contracts decreased. The spot prices of most silicon grades decreased, and the lowest delivery product price dropped from 9,550 yuan/ton to 9,400 yuan/ton. The spot changed from a discount to a premium of 275 yuan/ton. The industrial silicon warehouse receipts remained unchanged, the Guangzhou Futures Exchange inventory decreased by 3,415 tons, and the social inventory decreased by 300 tons [4]. - **Polysilicon**: The futures settlement prices of the main and near - month contracts decreased. The spot prices of various polysilicon materials increased, and the lowest delivery product price rose from 43,500 yuan/ton to 46,500 yuan/ton. The spot discount narrowed. The polysilicon warehouse receipts remained unchanged, the Guangzhou Futures Exchange inventory increased by 0.7 million tons, and the social inventory remained unchanged [4]. - **Organic Silicon**: The DMC price in the East China market remained unchanged, the prices of raw rubber and 107 glue remained unchanged, and the price of dimethyl silicone oil increased by 1,500 yuan/ton [4]. - **Downstream Products**: The prices of silicon wafers and battery cells remained unchanged [4]. 3. Chart Analysis - **3.1 Industrial Silicon and Cost - end Prices**: The section includes charts of industrial silicon prices of various grades, grade price differences, regional price differences, electricity prices, silica prices, and refined coal prices [5][7][10]. - **3.2 Downstream Product Prices**: The section contains charts of DMC prices, organic silicon product prices, polysilicon prices, silicon wafer prices, battery cell prices, and component prices [13][15][18]. - **3.3 Inventory**: The section presents charts of industrial silicon futures inventory, factory warehouse inventory, weekly industry inventory, weekly inventory changes, DMC weekly inventory, and polysilicon weekly inventory [19][22]. - **3.4 Cost - profit**: The section includes charts of the average cost and profit levels of main production areas, weekly cost - profit of industrial silicon, aluminum alloy processing industry profit, DMC cost - profit, and polysilicon cost - profit [25][27][31]. 4. Team Introduction - The research team consists of Zhan Dapeng, Wang Heng, and Zhu Xi, who have rich experience in the non - ferrous metals and new energy industries and have made contributions in research and customer service [33][34].

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints of the Report - On the 22nd, both industrial silicon and polysilicon hit the daily limit. The main contract of industrial silicon 2509 closed at 9,655 yuan/ton, with an intraday increase of 5.98%, and the position decreased by 2,335 lots to 381,000 lots. The reference price of Baichuan's industrial silicon spot was 9,507 yuan/ton, up 210 yuan/ton from the previous trading day. The price of the lowest deliverable 421 grade rose to 9,150 yuan/ton, and the spot discount widened to 275 yuan/ton. Polysilicon fluctuated upwards, with the main contract 2509 closing at 49,105 yuan/ton, an intraday increase of 8.99%, and the position increased by 20,122 lots to 192,000 lots. The price of N-type recycled polysilicon material rose to 45,550 yuan/ton, and the price of the lowest deliverable silicon material rose to 45,500 yuan/ton, with the spot discount widening to 3,865 yuan/ton [2]. - The energy bureau issued a notice on coal mine production review, and the cancellation of electricity price subsidies in Xinjiang strengthened the logic of rising industrial silicon costs. The Ministry of Industry and Information Technology reiterated the signal of resolutely combating involution in multiple industries, giving market bulls sufficient confidence, and the double-silicon futures continued to reach new highs. Supported by macro - policies, the futures are more likely to rise than fall. Attention should be paid to the PS/SI price ratio and the potential upward pull expectation before the implementation of policies [2]. Group 3: Summary by Relevant Catalogs 1. Daily Data Monitoring - **Industrial Silicon**: The futures settlement price of the main contract increased from 9,110 yuan/ton on the 21st to 9,470 yuan/ton on the 22nd, a rise of 360 yuan/ton. The spot prices of various grades of industrial silicon also generally increased, with the price increase ranging from 100 - 350 yuan/ton. The current lowest deliverable price rose from 8,900 yuan/ton to 9,150 yuan/ton, and the spot discount widened from -185 yuan/ton to -275 yuan/ton [4]. - **Polysilicon**: The futures settlement price of the main contract increased from 45,660 yuan/ton on the 21st to 4,9105 yuan/ton on the 22nd, a rise of 3,445 yuan/ton. Among the spot prices, the price of N-type granular silicon increased by 9,000 yuan/ton, and the price of P-type polysilicon increased by 3,500 yuan/ton. The current lowest deliverable price rose from 43,500 yuan/ton to 45,500 yuan/ton, and the spot discount widened from -2,160 yuan/ton to -3,865 yuan/ton [4]. - **Organic Silicon**: The prices of DMC in the East China market, raw rubber, and 107 glue remained unchanged, while the price of dimethyl silicone oil increased by 2,000 yuan/ton [4]. - **Inventory**: The industrial silicon warehouse receipts decreased by 88 lots, the industrial silicon social inventory decreased by 1,400 tons, the polysilicon warehouse receipts remained unchanged, and the polysilicon social inventory decreased by 0.5 tons [4]. 2. Chart Analysis 2.1 Industrial Silicon and Cost - Side Prices - Charts show the prices of various grades of industrial silicon, grade price differences, regional price differences, electricity prices, silica prices, and refined coal prices [5][7][10] 2.2 Downstream Product Prices - Charts display the prices of DMC, organic silicon products, polysilicon, silicon wafers, battery cells, and components [13][14][16] 2.3 Inventory - Charts present the inventory of industrial silicon futures, industrial silicon factory warehouses, industrial silicon weekly industry inventory, DMC weekly inventory, and polysilicon weekly inventory [19][22] 2.4 Cost - Profit - Charts show the average cost and profit levels of main production areas, weekly cost - profit of industrial silicon, profit of the aluminum alloy processing industry, DMC cost - profit, and polysilicon cost - profit [25][27][32]

Report Industry Investment Ratings No specific investment ratings for the industry are provided in the report. Core Views - Gold is expected to move upwards in a volatile manner; silver is expected to break through and move upwards [2][5]. - Copper prices are supported by positive sentiment [2][10]. - Zinc is expected to trade within a range [2][13]. - Lead prices are expected to strengthen as supply - demand contradictions gradually emerge [2][16]. - Tin prices are expected to weaken [2][19]. - Aluminum is expected to be slightly stronger with volatility; alumina sees an increase in capital positions; cast aluminum alloy follows the trend of electrolytic aluminum [2][24]. - For nickel, macro sentiment boosts expectations, but the real - world situation limits the upside potential; stainless steel prices are expected to fluctuate as the real - world situation and macro factors compete [2][28]. Summaries by Commodity Precious Metals (Gold and Silver) - **Price and Trading Volume**: Gold and silver prices showed varying degrees of increase. For example, the daily increase of Shanghai Gold 2510 was 0.10%, and that of Shanghai Silver 2510 was 1.17%. Trading volumes and positions also changed, with Shanghai Silver 2510's trading volume decreasing by 52,666 and its position increasing by 41,429 [7]. - **Inventory**: Gold and silver inventories changed, with Shanghai Gold inventory decreasing by 15 kilograms and Shanghai Silver inventory decreasing by 6,009 kilograms [7]. - **News**: There were various macro and industry news, such as Japan's political situation, trade relations between the US and Japan, and China's economic policies [8][21]. - **Trend Intensity**: Gold and silver both have a trend intensity of 1 [9]. Copper - **Price and Trading Volume**: The Shanghai copper main contract price increased by 0.76%, and the London copper 3M electronic disk price increased by 1.20%. Trading volumes and positions also changed, with the Shanghai copper main contract trading volume increasing by 19,103 and its position increasing by 3,763 [10]. - **Inventory**: Shanghai copper inventory decreased by 3,900 tons, and London copper inventory increased by 25 tons [10]. - **News**: Macro news included the Fed's possible interest - rate cut and Trump's tariff policies. Micro news involved China's copper imports and production in other countries [10][12]. - **Trend Intensity**: Copper has a trend intensity of 0 [12]. Zinc - **Price and Trading Volume**: The Shanghai zinc main contract price increased by 0.79%, and the London zinc 3M electronic disk price increased by 3.16%. Trading volumes and positions changed, with the Shanghai zinc main contract trading volume increasing by 54,662 and its position increasing by 11,470 [13]. - **News**: The US plans to impose heavy taxes on Chinese graphite, which may impact the electric vehicle industry [14]. - **Trend Intensity**: Zinc has a trend intensity of 0 [14]. Lead - **Price and Trading Volume**: The Shanghai lead main contract price decreased by 0.15%, and the London lead 3M electronic disk price increased by 1.72%. Trading volumes and positions changed, with the Shanghai lead main contract trading volume increasing by 893 and its position decreasing by 1,370 [16]. - **News**: There was news about the Fed's possible interest - rate cut, China's industrial policies, and a global supply shortage of refined lead in May 2025 [17]. - **Trend Intensity**: Lead has a trend intensity of 1 [17]. Tin - **Price and Trading Volume**: The Shanghai tin main contract price decreased by 0.77%, and the London tin 3M electronic disk price decreased by 0.81%. Trading volumes and positions changed, with the Shanghai tin main contract trading volume increasing by 6,677 and its position increasing by 221 [20]. - **Inventory**: Shanghai tin inventory decreased by 70 tons, and London tin inventory increased by 55 tons [20]. - **News**: There were various macro news, such as Japan's political and economic situation and China's infrastructure project [21][22]. - **Trend Intensity**: Tin has a trend intensity of - 1 [23]. Aluminum, Alumina, and Cast Aluminum Alloy - **Price and Trading Volume**: Aluminum, alumina, and cast aluminum alloy prices and trading volumes changed. For example, the Shanghai aluminum main contract price was 20,510, and the Shanghai alumina main contract price was 3,133 [24]. - **Inventory**: Aluminum inventories in different regions changed, with the domestic aluminum ingot social inventory remaining unchanged at 47.10 million tons [24]. - **News**: There were news about Trump's tariff policies and a large - scale hydropower project in China [26]. - **Trend Intensity**: Aluminum has a trend intensity of 0, alumina has a trend intensity of 1, and cast aluminum alloy has a trend intensity of 0 [26]. Nickel and Stainless Steel - **Price and Trading Volume**: The Shanghai nickel main contract price was 120,500, and the stainless steel main contract price was 12,725. Trading volumes and positions changed, with the Shanghai nickel main contract trading volume increasing by 8,473 [28]. - **News**: There were news about potential supply disruptions of nickel due to tariff threats, project progress in Indonesia, and environmental issues in Indonesia's nickel - related industries [28][30]. - **Trend Intensity**: Both nickel and stainless steel have a trend intensity of 0 [32].

Summary of LME Registered and Cancelled Warehouse Receipts Group 1: Copper - Registered copper warehouse receipts total 93,750 tons, with cancelled receipts at 15,875 tons, resulting in a decrease of 25,100 tons [1] Group 2: Aluminum - Registered aluminum warehouse receipts stand at 397,325 tons, with cancelled receipts remaining unchanged at 8,225 tons [1] Group 3: Nickel - Registered nickel warehouse receipts amount to 197,262 tons, with cancelled receipts at 9,318 tons, showing an increase of 768 tons [1] Group 4: Zinc - Registered zinc warehouse receipts total 84,200 tons, with cancelled receipts at 29,200 tons, leading to a decrease of 4,125 tons [1] Group 5: Lead - Registered lead warehouse receipts are at 209,025 tons, with cancelled receipts at 51,925 tons, resulting in a decrease of 2,550 tons [1] Group 6: Tin - Registered tin warehouse receipts total 1,525 tons, with cancelled receipts at 570 tons, showing a decrease of 25 tons [1]

Group 1: Gold Market - Spot gold remained flat at $3336.82 per ounce, experiencing a V-shaped reversal during the day, with a low of $3296.57 [1] - COMEX gold futures increased by 0.09%, closing at $3346.00 per ounce, also hitting a low of $3304.40 [1] Group 2: Silver Market - Spot silver decreased by 0.42%, settling at $36.7747 per ounce, with a low of $36.1570 [3] - COMEX silver futures fell by 0.35%, closing at $36.955 per ounce [4] Group 3: Other Precious Metals - Spot platinum dropped by 1.65%, priced at $1374.69 per ounce [6] - Spot palladium declined by 2.03%, with a price of $1114.58 per ounce [6] Group 4: Copper Market - COMEX copper futures fell by 2.64%, closing at $5.0060 per pound [5] Group 5: Philadelphia Gold and Silver Index - The Philadelphia Gold and Silver Index rose by 1.07%, closing at 212.94 points after a gap down opening [2]

新能源及有色金属日报 | 2025-07-04 2025-07-03日沪镍主力合约2508开于121280元/吨，收于121790元/吨，较前一交易日收盘变化0.80%，当日成交量为 78989手，持仓量为71229手。 沪镍主力合约2508延续震荡上行，日线收小阳线。08主力合约的成交量对比上个交易日有较大幅度的增加，持仓 量对比上个交易日有小幅减少。从量能方面来看，日线MACD的红柱面积继续扩大，但扩大速度放缓，短周期内 回调的概率在增加。日线在6月23日的117000附近出现底背离现象，中长线上我们预估117000一线是强支撑位。现 货市场方面，金川镍早盘报价较上个交易日报价上调450元/吨，市场主流品牌报价均有所上调。近期精炼镍盘面以 偏强震荡为主，但向上的力度正在减弱，精炼镍现货成交表现一般，基本面供应过剩格局不改，近期升贴水有所 回落，但升贴水仍处于高位，因此现货价对盘面下方有支撑力。其中金川镍升水变化-200元/吨至2300元/吨，进口 镍升水变化0元/吨至400元/吨，镍豆升水为 -450元/吨。前一交易日沪镍仓单量为21065（-72.0）吨，LME镍库存为 203628（-474）吨。 策 ...

Group 1 - The black metal futures market in China showed a positive trend on July 2, with significant price increases across various contracts, including silicon iron rising nearly 2% [1] - As of July 2, the main contracts reported the following prices: silicon iron at 5346.00 CNY/ton, rebar at 3030.00 CNY/ton, hot-rolled coil at 3156.00 CNY/ton, and ferrosilicon at 5678.00 CNY/ton [1][2] - The opening and closing prices for rebar were 3003.00 CNY and 2987.00 CNY respectively, indicating a slight increase [2] Group 2 - On July 1, the inventory data for black metal futures indicated an increase in rebar warehouse receipts by 6393 tons, while stainless steel receipts decreased by 184 tons [3] - The futures market showed a phenomenon of "backwardation" for rebar, hot-rolled coil, stainless steel, and iron ore, where spot prices exceeded futures prices [3] - The basis data revealed that rebar had a basis of 82 CNY with a basis rate of 2.67%, while silicon iron had a negative basis of -99 CNY with a basis rate of -1.92% [4]

工业硅日报 工业硅&多晶硅日报（2025 年 6 月 27 日） 一、研究观点 工业硅日报 二、日度数据监测 | | | 分 项 | 2025/6/25 | 2025/6/26 | 涨 跌 | | --- | --- | --- | --- | --- | --- | | | | | 工业硅 | | | | | 期货结算价（元/吨） | 主力 | 7520 | 7720 | 200 | | | | 近月 | 7540 | 7720 | 180 | | | | 不通氧553#硅(华东) | 8100 | 8100 | 0 | | | | 不通氧553#硅(黄埔港) | 8150 | 8150 | 0 | | | 不通氧553#现货价格 | 不通氧553#硅(天津港) | 7950 | 7950 | 0 | | | （元/吨） | 不通氧553#硅(昆明) | 8200 | 8200 | 0 | | | | 不通氧553#硅(四川) | 8100 | 8100 | 0 | | | | 不通氧553#硅(上海) | 8500 | 8500 | 0 | | | | 通氧553#硅(华东) | 8150 | 8200 ...

Report Industry Investment Ratings - Not mentioned in the provided content Core Views - Gold: Geopolitical ceasefire, with a trend strength of 1; Silver: Continuing to surge, with a trend strength of 1 [2][6][10] - Copper: Stronger LME copper spot prices support the price, trend strength is 1 [2][12][14] - Aluminum: Bullish, Alumina: Sharp rebound, Aluminum alloy: Bullish oscillation, trend strengths are 1, 0, 0 respectively [2][15][17] - Zinc: Short - term bullish, trend strength is 1 [2][18] - Lead: Bullish, trend strength is 1 [2][20][21] - Tin: Tight present but weak future expectations, trend strength is 0 [2][23][27] - Nickel: Loosening expectations at the distal nickel ore end, and the smelting end limits the upside potential; Stainless steel: Weakening supply and demand, steel prices oscillating at low levels, trend strengths are both 0 [2][28][31] - Lithium carbonate: Increasing warehouse receipts but low total volume, short - term oscillating, trend strength is 0 [2][32][34] - Industrial silicon: Affected by production cut news, pay attention to the upside space; Polysilicon: Market sentiment fermenting, also pay attention to the upside space, trend strengths are both 0 [2][35][38] - Iron ore: Repeated expectations, range - bound oscillation, trend strength is 0 [2][39][40] - Rebar: Wide - range oscillation; Hot - rolled coil: Wide - range oscillation, trend strengths are both 0 [2][42][45] - Ferrosilicon: Spot sentiment boosting, wide - range oscillation; Silicomanganese: Spot sentiment boosting, wide - range oscillation, trend strengths are both 1 [2][47][49] - Coke: Releasing sentiment, bullish oscillation; Coking coal: Inspection disturbances continuing to ferment, bullish oscillation, trend strengths are 0 and 1 respectively [2][50][53] - Steam coal: Demand yet to be released, wide - range oscillation, trend strength is 0 [2][55][58] - Log: As the main contract approaches delivery, the game intensifies, trend strength is 0 [2][59][61] - p - Xylene: Month - spread reverse arbitrage; PTA: Month - spread reverse arbitrage; MEG: Unilateral weakening [2][62][63] Summaries by Related Catalogs Gold and Silver - **Fundamentals**: For gold, the closing price of SHFE Gold 2508 was 775.28, with a daily increase of 0.17%, and the night - session closing price was 774.06, with a night - session increase of 0.12%. For silver, the closing price of SHFE Silver 2508 was 8796, with a daily increase of 0.80%, and the night - session closing price was 8821.00, with a night - session increase of 0.88% [6] - **News**: Fed officials stated they are not ready to support a rate cut in the July meeting; Trump won't decide on the next Fed chairman soon [7][11] Copper - **Fundamentals**: The closing price of SHFE Copper main contract was 78,890, with a daily increase of 0.27%, and the night - session closing price was 79790, with a night - session increase of 1.14%. LME copper inventories decreased by 400 to 93,075, and the LME copper cash - 3M spread widened to 319.83 [12] - **News**: India's new copper smelter starts processing ore; JX Metal in Japan cuts refined copper production; China's May copper ore imports decreased by 17.55% month - on - month [12][14] Aluminum, Alumina, and Aluminum Alloy - **Fundamentals**: The closing price of SHFE Aluminum main contract was 20445, and the LME Aluminum 3M closing price was 2585. The closing price of SHFE Alumina main contract was 2948, and the closing price of Aluminum alloy main contract was 19715 [15] - **News**: The EU may lower tariffs on the US to reach a trade agreement [17] Zinc - **Fundamentals**: The closing price of SHFE Zinc main contract was 22240, with a daily increase of 0.88%. LME zinc inventories decreased by 3025 to 119850 [18] - **News**: Not mentioned Lead - **Fundamentals**: The closing price of SHFE Lead main contract was 17225, with a daily increase of 0.20%. LME lead inventories decreased by 2000 to 273250 [20] - **News**: Fed officials not ready to support a rate cut in July; Trump won't decide on the next Fed chairman soon [21] Tin - **Fundamentals**: The closing price of SHFE Tin main contract was 267,270, with a daily increase of 1.62%. The SMM 1 tin ingot price decreased by 500 to 265,300 [24] - **News**: Fed officials not ready to support a rate cut in July; Trump won't decide on the next Fed chairman soon [25] Nickel and Stainless Steel - **Fundamentals**: The closing price of SHFE Nickel main contract was 120,830, and the closing price of Stainless steel main contract was 12,635 [28] - **News**: Canada's Ontario may stop exporting nickel to the US; Indonesia's CNI nickel - iron project enters trial production; A nickel smelter in Indonesia resumes production; An Indonesian cold - rolling mill may continue maintenance [28][31] Lithium Carbonate - **Fundamentals**: The closing price of the 2507 contract was 61,580. The battery - grade lithium carbonate price was 60,600, up 400 [32] - **News**: The SMM battery - grade lithium carbonate index price rose 434 to 60745 [33] Industrial Silicon and Polysilicon - **Fundamentals**: The closing price of Si2509 was 7,720, and the closing price of PS2508 was 31,715 [36] - **News**: Longi Green Energy's solar plant in Indonesia starts operation [36] Iron Ore - **Fundamentals**: The closing price of the 12509 contract was 705.5, with a daily increase of 0.43%. The price of PB ore was 701.0, unchanged [39] - **News**: The US dollar index fell below 97.0, hitting a new low since February 2022 [39] Rebar and Hot - rolled Coil - **Fundamentals**: The closing price of RB2510 was 2,973, with a daily increase of 0.10%, and the closing price of HC2510 was 3,103, with a daily increase of 0.39% [43] - **News**: Steel production, inventory, and export data are released; a military parade will be held in Beijing [44][45] Ferrosilicon and Manganese Silicon - **Fundamentals**: The closing price of Ferrosilicon 2508 was 5422, and the closing price of Manganese Silicon 2508 was 5672 [47] - **News**: The prices of Ferrosilicon and Manganese Silicon in the spot market increased [47][48] Coke and Coking Coal - **Fundamentals**: The closing price of JM2509 was 819.5, with a daily increase of 1.86%, and the closing price of J2509 was 1395.5, with a daily increase of 0.58% [51] - **News**: Northern port coking coal prices are reported; CCI metallurgical coal index changes [51][52] Steam Coal - **Fundamentals**: The ZC2507 contract had no trading, with a previous opening price of 931.6000 [56] - **News**: Southern port and domestic origin prices of steam coal are reported [57] Log - **Fundamentals**: The closing price of the 2507 contract was 818, with a daily increase of 0.9% [59] - **News**: The US dollar index fell below 97.0 [61] p - Xylene, PTA, and MEG - **Fundamentals**: Not mentioned - **News**: Not mentioned

地址：北京市朝阳区朝阳门外大街甲6号万通中心D座20层（100020） 总机：010-8535 6666 资讯早间报 制作日期： 2025/06/26 隔夜夜盘市场走势 1. 国际油价窄幅震荡，美油涨 0.9%，报 64.94 美元/桶。美国上周 EIA 原油库 存超预期减少 583.6 万桶。光大期货指出，油价短期或维持区间震荡，需关注 欧佩克+产量政策变化。 2. 国际贵金属期货普遍收涨，COMEX 黄金期货涨 0.37%报 3346.4 美元/盎司， 白银涨 1.35%。美联储拟放宽银行杠杆率要求，同时重申通胀风险，对贵金属 形成双向影响。 3. 伦敦基本金属多数上涨，LME 期锡涨 2.5%，期锌、期镍涨 1%，期铜涨 0.6%。 高盛预计，由于关税导致美国以外市场铜库存减少，以及中国经济活动有韧性， 铜价将在 8 月升至 2025 年高点。 4. 世界钢铁协会发布数据显示，5 月份，全球 70 个纳入统计国家/地区的粗钢 产量为 1.588 亿吨，同比下降 3.8%。中国粗钢产量为 8655 万吨，同比下降 6.9%； 印度粗钢产量为 1350 万吨，同比提高 9.7%。 重要资讯 【宏观资讯】 1 ...