成材昨日震荡整理，白天盘冲高回落，两品种均收阳十字星，波动不 大。昨天的宏观数据中，房地产改善有限，对建材压力不减。海外贸易摩 擦也导致板材等出口承压。关注中美经贸磋商和国内重要会议。 观点：低位运行，短期存下行压力。 后期关注/风险因素：宏观政策；下游需求情况。 整理 投资咨询业务资格： 负责人：赵 毅 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 从业资格号：F3078638 投资咨询号：Z0018248 电话：010-62688555 晨报 成材 成材：缺乏驱动 低位运行 逻辑：中钢协数据显示，9 月重点统计钢铁企业共生产粗钢 6286 万吨、 同比下降 1.0%，日产 209.53 万吨、环比下降 1.1%；生产生铁 5843 万吨、 同比下降 0.9%，日产 194.76 万吨、环比下降 0.7%。欧盟委员会公告，对 原产于中国的钢制履带板作出反倾销肯定性终裁，裁定欧盟 CN 编码 8426、 8429 或 8430 项下的钢制履带板以及编码 8428 项下的传送带反倾销税为 62.5%。泰国反倾销反补贴分委会公告，对原产于中国的特种铁管和钢管 作出反规 ...

人民财讯10月21日电，据中国贸易救济信息网，10月20日，欧盟委员会发布公告，对原产于中国的钢制 履带板(Steel Track Shoes)作出反倾销肯定性终裁，裁定欧盟CN(Combined Nomenclature)编码8426、8429 或8430项下的无论是否附有橡胶垫，无论是否组装在履带链上，最大长度为3000毫米，机器上使用的钢 制履带板以及编码8428项下的传送带反倾销税为62.5%。 ...

Core Points - The European Commission has made a preliminary anti-dumping ruling on steel track plates originating from China, imposing a temporary anti-dumping duty of 62.5% on certain products [1] - For steel track plates assembled in track chains, the anti-dumping duty ranges from 50% to 55%, with specific rates for different configurations [1] - The investigation period for dumping is set from July 1, 2023, to June 30, 2024, while the damage investigation period spans from January 1, 2021, to the end of the dumping investigation period [1] Industry Impact - The ruling affects products under CN codes 8426, 8429, 8430, and 8428, which include machine-used steel track plates and conveyor belts [1] - Stakeholders are required to submit requests for hearings within five days and comments on the case within fifteen days following the announcement [1] - The European Commission initiated the anti-dumping investigation on August 23, 2024, indicating ongoing scrutiny of trade practices involving Chinese steel products [1]