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本轮钢价上涨虽然有需求释放的因素,但主要原因还是成本上升的推动。近期全国钢材价格整体上涨势头减弱,部分地区甚至呈现微幅回调现象,表明钢价虽然仍处于上涨的通道中,但上涨的空间已经有限。由于受到居高不下的铁矿石成本影响,钢材价格下跌的可能性也不大,预计钢材价格的后期走势将呈现出高位震荡的态势。虽然钢铁企业可以通过上调钢材价格向下游行业转移部分成本上行的压力,但铁矿石价格的持续上涨对钢铁行业的成本转嫁能力形成了考验,在此背景下,国内拥有铁矿石资源的企业优势凸显。
Although the current round of rising steel prices has the demand release factors, the main reason is the promotion of rising costs. Recently, the overall national steel prices weakened momentum, and even showed a slight correction in some areas, indicating that steel prices are still in the rising channel, but the upside has been limited. Due to the high cost of iron ore, steel prices are unlikely to decline. It is expected that the later trend of steel prices will show the trend of high and volatile. Although the iron and steel enterprises can increase the upward pressure on steel prices by transferring part of their costs to the downstream industries, the sustained rise in iron ore prices has posed a test for the steel industry’s ability to pass on the cost. In this context, domestic enterprises that have iron ore resources Highlight the advantages.