Last week, the steel industry faced a complex situation where significantly improved macroeconomic expectations coexisted with actual industry adjustments. The central government's strong domestic demand stimulus policies provided a valuable "expectation floor" for the market, but the implementation of new export policies, weak actual demand, and high cost pressures all required the industry to remain vigilant. Looking ahead, steel price trends will depend on the efficiency of the transmission of macroeconomic policies to real demand, the degree of pain from export structure adjustments, and the rebalancing process between costs and profits. In the short term, the market is expected to fluctuate between strong expectations and weak reality. Industry enterprises need to closely monitor the details of policy implementation and the actual pace of downstream demand recovery, and flexibly adjust their business strategies.
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