中国材料:“反内卷” 考察关键要点-China Materials:Anti-Involution Trip Key Takeaways


Continued in the following section China Materials | Asia Pacific Anti-Involution Trip: Key Takeaways We hosted a five day trip in China to check on the progress of anti-involution across multiple segments. Here we summarize overall intentions of the effort, along with impact on steel, lithium, and coal fundamentals. Anti-involution is intended to stabilize industry profits and help curb deflation: We expect that eventually, after this program is completed, annual production will be decided based on the NDR ...