
水泥与螺纹钢背离,弱现实 VS 强预期?

我是 PortAI,我可以总结文章信息。
Cement and rebar prices continue to diverge. Firstly, rebar has a stronger financial attribute and is more influenced by market sentiment. Secondly, cement has weak inventory capacity and faces greater pressure from insufficient demand and high inventory levels. (Caitong Securities)
Cement and rebar prices continue to diverge. First, rebar has a stronger financial attribute and is more affected by market sentiment. Second, cement has weak inventory capacity and faces greater pressure from insufficient demand and high inventory levels. (Caitong Securities)

