反内卷系列_水泥、钢铁、金属及煤炭行业的供应合理化-Anti-involution #2_ Supply rationalization in cement, steel, metals and coal

Accessible version Anti-involution #2: Supply rationalization in cement, steel, metals and coal Basic Materials - Asia-Pacific Industry Overview Supply cut+ demand boost, yet near-term impact limited Following our discussion on anti-involution during our China Materials Tour (see our takeaways report on July 11 and in our Anti-involution #1 report on July 16, we note increasing news flow on supply rationalization. Initial anti-involution efforts were focused on solar, autos, building materials (including ce ...