中国材料_2025 年实地需求监测 — 钢材库存与消费数据-China Materials_ 2025 On-ground Demand Monitor Series #159– Steel Inventory and Consumption Data
Flash | 06 Nov 2025 04:55:12 ET │ 9 pages China Materials 2025 On-ground Demand Monitor Series #159– Steel Inventory and Consumption Data CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China. We note that market expectations of a demand recovery have been largely cautious. Our latest pecking order: copper > battery > gold > aluminum > cement > steel> lithium > thermal coal names. Production — According to data from Mysteel, from Oct 31 to Nov 6, t ...