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产量短期内供小于求钢铁价格迎强力支撑
2017-08-21 07:26:41 中国青年网
新闻:近日,河北环保厅公布了《河北省重污染天气应对及采暖季错峰生产专项实施方案》(以下简称《方案》)。《方案》称错峰停产要具体到重点县(市、区),细化到企业,严禁“一刀切”,实现经济与减排的双赢。钢铁企业实施分类管理,按照污染排放绩效水平,各市制定错峰生产方案;石家庄、唐山、邯郸等重点地区,采暖季钢铁产能限产50%。
点评:业内人士认为,随着中央环保督查力度加大,以及各省近期出台采暖季环保限产方案或实施大气污染整治专项行动,钢铁、有色等行业供给端收缩效果逐步显现,相关产品价格上涨预期强烈。
专家指出,此轮钢铁价格上涨,首先得益于环保政策之下钢铁产量短期内供小于求带来的价格突进,但长期来看是不可持续的。
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