거시경제적 혜택이 시장 심리와 공명 스테인리스 스틸 가격, 단기적으로 상승세 예상
Macroeconomic Perspective: Policy Support Infuses Vitality into the Stainless Steel 마켓
From a macroeconomic perspective, the introduction of a series of favorable policies has injected a shot in the arm into the 스테인리스 스틸 market. The government continues to increase investment in infrastructure construction, with large-scale projects in transportation, energy, and other fields being launched one after another. These projects have a huge demand for stainless steel, directly driving the consumption of stainless steel in the market. For example, the advancement of large-scale infrastructure projects such as highways, railways, and urban rail transit is inseparable from the support of a large amount of stainless steel materials. In addition, driven by the new “dual circulation” development pattern, the domestic consumer market continues to expand, and industries related to stainless steel, such as home appliances and kitchenware, have ushered in development opportunities, further stimulating the market demand for stainless steel.
The “dual circulation” strategy (integrating domestic and international markets) not only expands the domestic 스테인리스 스틸 market but also optimizes the industrial structure, improves product quality, further enhances the competitiveness of enterprises, consolidates and elevates the position of Chinese stainless steel products in the international market, and drives the growth of exports. With the continuous growth of both domestic and foreign demand, the prospects of the stainless steel industry will be even brighter.
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Cost Side: Rising Raw Material Prices Support Stainless Steel 가격
Nickel, chromium, and other key raw materials for 스테인리스 스틸 have seen rising prices, which have further driven up the price of stainless steel. Affected by the tight global supply of nickel ore and the scarcity of chromium ore resources, the prices of nickel and chromium have shown a steady upward trend recently. In particular, nickel ore is difficult to mine and has high environmental requirements. Coupled with increasingly stringent environmental regulations worldwide, nickel ore production is restricted, and market prices have naturally risen.
The rise in raw material prices has directly increased the production cost of 스테인리스 스틸. Under such circumstances, enterprises have to raise product prices to ensure profits, which has further prompted them to seek more efficient and environmentally friendly production processes and technologies. At present, some forward-looking enterprises have begun to increase research and development investment, explore the application of new alloy materials, and strive to develop products with better performance and lower costs to gain a more favorable position in the market.
수요와 공급 분석: 재고 감소, 하지만 여전히 남아있는 수요-공급 모순
2025년 7월 24일 기준, 총 소셜 인벤토리는 다음과 같습니다. 스테인리스 스틸 전국 주요 시장의 89개 창고 구경의 재고는 1,118,586톤으로 전주 대비 2.54% 감소했습니다. 이 중 냉연 스테인리스 스틸의 총 재고는 62만 5,447톤으로 전주 대비 2.43% 감소했고 열연 스테인리스 스틸의 총 재고는 49만 3,139톤으로 전주 대비 2.69% 감소했습니다. 이 기간 동안 전국 주류 시장의 89 개 창고 구경의 스테인리스 스틸 소셜 재고는 다양한 시리즈가 다양한 정도로 소화되면서 하락 추세를 보였습니다.
However, despite the reduction in inventory, contradictions between supply and demand still exist. On the supply side, steel mills are facing increased pressure from cost inversion and are suffering losses across all product lines, thus being forced to step up production cuts. At the same time, domestic anti-involution measures may accelerate the alleviation of overcapacity, and stainless steel production is expected to decline further in the future. On the demand side, although it has entered the traditional off-season for consumption, export demand still faces significant pressure due to increased uncertainty in the macroeconomic environment. Downstream enterprises have a low acceptance of high-priced goods, resulting in poor digestion of domestic inventory.
상승하는 시장 심리: 활발한 선물 시장, 가격 상승 예상
시장의 트레이더와 다운스트림 기업들도 낙관적인 정서에 영향을 받아 재고를 늘리기 시작했습니다. 이러한 현상은 거시경제적 호재와 시장 심리 상승을 배경으로 스테인리스 가격이 단기적으로 상승할 수 있는 기반이 있음을 나타냅니다. 이러한 상승은 시장 심리에만 의존하는 것이 아니라 실제 수요의 회복과 향후 발전에 대한 좋은 기대에 기반하고 있다는 점에 주목할 가치가 있습니다.
결론
To sum up, the current stainless steel market is in a complex, volatile, yet opportunity-filled period. On the one hand, benefiting from government policy support and the expansion of the domestic consumer market, the stainless steel industry has ushered in new development opportunities; on the other hand, the cost pressure brought by rising raw material prices is testing the wisdom and capabilities of every practitioner. Looking ahead, driven by macroeconomic benefits and market sentiment, stainless steel prices are expected to continue their fluctuating upward trend. However, in the face of global economic uncertainty and fierce market competition, how to seize opportunities and cope with challenges will be an important issue that every stainless steel enterprise must consider.