中国基础材料监测-2025 年 8 月：供应端发力，2021 年以来首次全面环比涨价-China Basic Materials Monitor_ August 2025_ the power of supply work, 1st broad sequential price hikes since 2021
2025-08-18 01:00
17 August 2025 | 7:20PM HKT China Basic Materials Monitor August 2025: the power of supply work, 1st broad sequential price hikes since 2021 Summary: End-user orderbooks were stable MoM as of mid-August. Demand remains uninspiring, with continued weak trend in infrastructure starts and renewables, while others were mostly stagnant. However, anti-involution related supply work has led to broad-based domestic price hikes in upstream commodities, with lithium and met coal leading the pack, and suggest the aver ...