Mysteel：2025上海钢联新春团拜会—建筑钢材郑州站新春团拜会顺利召开-我的钢铁网

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/></p> <p>2025年2月20日2025上海钢联新春团拜会-<a href='https://m.mysteel.com/market/p-968-----010101-0--------1.html' target='_blank' style='color:#3861ab'>建筑钢材</a>-郑州站新春团拜会在郑州顺利召开。本次会议由中泰期货股份有限公司河南第一分公司与上海钢联电子商务股份有限公司联合主办，同时鸣谢河南省钢铁工业协会、河南钢铁集团有限公司对本次会议的大力支持。多家钢铁生产企业、贸易商、终端采购企业以及协会出席本次团拜会，现场人气满满，气氛活跃。</p> <p align="left"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://img01.mysteelcdn.com/wz/uploaded/steel/2025/02/23/1146012.jpeg" alt="会议室里的人们 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p>本次会议由上海钢联建筑钢材事业部副总经理孙亚琼主持，主持人对参会的来宾表示热烈欢迎，并隆重介绍出席本次会议的嘉宾和领导。</p> <p align="center"><img src="https://img03.mysteelcdn.com/wz/uploaded/steel/2025/02/23/1146013.jpeg" alt="穿黑色衣服的人在吃东西 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">上海钢联建筑钢材事业部副总经理孙亚琼</span></p> <p align="left">随后进入会议主题演讲环节。</p> <p align="left">首先，由上海钢联建筑钢材分析师黄家豪作《2025年河南区域建筑钢材市场基本面分析》的主题演讲。他先回顾了河南区域市场，2024年整体价格呈现震荡趋弱运行态势，高低点波动区间为900元/吨，较去年扩大110元/吨，此外，与周边价差并不稳定，另受整体大行情拖累，河南区域钢厂建材产量明显减量，需求持续低迷，同比降幅明显，供需交易仍以直供为主，市场库存维持低位水平，补库意愿不强。展望2025年，他指出，在河南省2025年经济增长5.5%左右的预期目标下，河南省钢材市场当前供需基本面压力表现尚可，但在总体需求或均将偏弱的趋势下，商家操作更加谨慎，变现意愿偏强，或给价格带来一定压力。</p> <p align="center"><img src="https://img08.mysteelcdn.com/wz/uploaded/steel/2025/02/23/1146014.jpeg" alt="人站在室内 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">上海钢联建筑钢材分析师黄家豪</span></p> <p align="left">然后，由中泰期货股份有限公司河南第一分公司田杰作《钢铁产业窗口期内的金融赋能》的主题演讲。他介绍了期货、期权等金融衍生品对当前钢贸企业的赋能作用，并围绕冬储行情，详细讲解了利用期权进行冬储准备、冬储保价策略操作的案例。</p> <p align="center"><img src="https://img08.mysteelcdn.com/wz/uploaded/steel/2025/02/23/1146015.jpeg" alt="人拿着手机 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">中泰期货股份有限公司河南第一分公司总经理</span></p> <p align="left">接下来进入互动交流环节，钢厂、终端、贸易商、协会参会代表从多个维度进行了积极的讨论分享，同时大家也共同探讨了2025年市场发展走向和自身战略的调整。代表们发言内容如下：</p> <p align="left">河南钢铁集团市场部总监齐红梅女士发言表示，安钢在新建产线投产后，建材产能将部分转向板材生产，当前河南地区钢材库存处于历史低位，且产能过剩矛盾突出，需求复苏不及预期，钢材价格回调压力大，亟需行业协同稳定区域价格。在对行业的展望方面，她表示政策调控效果初显但压力仍存，需通过"政策引导+行业自律+企业自救"多措并举，后期需重点关注原料价格走势与需求恢复节奏。</p> <p align="left"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://img03.mysteelcdn.com/wz/uploaded/steel/2025/02/23/1146016.jpeg" alt="一群人正在用餐聊天 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">河南钢铁集团市场部总监齐红梅</span></p> <p align="left">河南安钢周口钢铁有限责任公司销售主管李玉龙在围绕降本增效，提出了推进"隔壁大材"资源共享方案，拓展来料加工业务合作，提升建材原料供应效率，构建低成本运营体系等措施。</p> <p align="left"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://img05.mysteelcdn.com/wz/uploaded/steel/2025/02/23/1146017.jpeg" alt="一群人正在用餐聊天 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">河南安钢周口钢铁有限责任公司销售主管李玉龙</span></p> <p align="left">安信钢铁销售有限公司杨家远表示，行业面临“供给弹性高、需求韧性低”的矛盾，价格或维持震荡格局，需密切关注政策动向及新基建项目投放节奏。</p> <p align="center"><img src="https://img01.mysteelcdn.com/wz/uploaded/steel/2025/02/23/1146018.jpeg" alt="人在喝饮料 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">安信钢铁销售有限公司杨家远</span></p> <p align="left">晋钢集团销售部华中区域副处长殷兵锋指出，河南建材产能结构性下降，供给趋紧或利好价格，需通过跨区域协同和精准销售策略维持市场优势。</p> <p align="center"><img src="https://img03.mysteelcdn.com/wz/uploaded/steel/2025/02/23/1146019.jpeg" alt="一群人正在用餐聊天 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">晋钢集团销售部华中区域副处长殷兵锋</span></p> <p align="left">山西建邦集团有限公司建材处长王闯闯首先对2024年销售情况与2025年计划进行了简要介绍。然后对于市场形势和风险发表了看法，他表示2025 年国内需求继续减量，贸易难度增大，经营风险高，有库存的企业需抓紧消化库存，只有大户能完成一些协议量。建材产量减少可能导致价格进入亏损阶段，今年冬储时企业库存大幅下降，比同期低 60% 以上，在波动行情下价格可能有较大变化。另受特朗普上台等宏观因素影响，2025 年整体重心可能下移，价格波动加剧。</p> <p align="left"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://img01.mysteelcdn.com/wz/uploaded/steel/2025/02/23/11460110.jpeg" alt="人拿着笔记本电脑 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">山西建邦集团有限公司建材处长王闯闯</span></p> <p align="left">闽源钢铁集团有限公司办公室主任黄洋洋提出提出与常规相反的销售策略，价格上涨时慢慢卖货，价格下跌时开始囤货，避免追涨杀跌，不要在期货涨时大量出货，应根据市场情况合理把控出货节奏，且目前各钢厂产量有限，市场不必过于悲观。</p> <p align="left"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://img08.mysteelcdn.com/wz/uploaded/steel/2025/02/23/11460111.jpeg" alt="小孩们在吃东西 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">闽源钢铁集团有限公司办公室主任黄洋洋</span></p> <p align="left">河南鑫山贸易集团有限公司总经理刘培海表示，当前应从追求量的方向转向追求利润的方向，并尝试将工程业务与期货结合，虽无法精准把握期货价格高低点，但借助数据和分析，避免盲目操作，平衡业务风险，提高整体回报率，使业务更精细化。</p> <p align="left"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://img04.mysteelcdn.com/wz/uploaded/steel/2025/02/23/11460112.jpeg" alt="男人在桌子前喝饮料 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">河南鑫山贸易集团有限公司总经理刘培海</span></p> <p align="left">郑州市汇美钢铁有限公司总经理张艳丽认为即便行情困难，办法总比困难多，各企业都在积极应对。指出公司未来定位是扩大安全业务范围、增加工业材销量，通过学习专业知识、拓展销售渠道以维持发展。</p> <p align="center"><img src="https://img05.mysteelcdn.com/wz/uploaded/steel/2025/02/23/11460113.jpeg" alt="正在喝饮料的人 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">郑州市汇美钢铁有限公司总经理张艳丽</span></p> <p align="left">河南金章实业有限公司总经理王伟表示单纯做现货或期货都有风险，钢铁行业应朝着类似<a href='https://m.myagric.com/' target='_blank' style='color:#3861ab'>农产品</a>、有色、化工等领域发展，发挥期货价格发现等功能，开展点价业务。</p> <p align="center"><img src="https://img01.mysteelcdn.com/wz/uploaded/steel/2025/02/23/11460114.jpeg" alt="男人坐在桌子前 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">河南金章实业有限公司总经理王伟</span></p> <p align="left">河南省鼎鼎实业有限公司总经理苏锋认为当前建筑钢材市场或受地产消费用钢下行影响呈现持续减量趋势，但不必过于悲观。而后对2025年下半年进行了展望，认为下半年在基建托底以及楼市止跌企稳的情况下，钢材价格仍存上行空间。</p> <p align="left"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://img01.mysteelcdn.com/wz/uploaded/steel/2025/02/23/11460115.jpeg" alt="男人在桌子前吃披萨 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">河南省鼎鼎实业有限公司总经理苏锋</span></p> <p align="left">河南省钢铁工业协会钢贸分会执行会长周奎元提出从两个维度分析，一是国外发展态势，如东北发展虽有关卡但能感知中美系统影响；二是关注小道消息，了解中国参与国际交流情况。强调要关注政策延续及落实，认为目前钢材建材价格处于阶段性底部。建议企业老板紧跟钢厂节奏，多学习专业知识，协会组织的活动能促进学习交流。</p> <p align="left"><img style="display: block; margin-left: auto; margin-right: auto;" src="https://img01.mysteelcdn.com/wz/uploaded/steel/2025/02/23/11460116.jpeg" alt="人在喝饮料 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">河南省钢铁工业协会钢贸分会执行会长周奎元</span></p> <p align="left">最后由上海钢联资讯管理委员会副主任、资深分析师陈靖夫作《行止有度守正出奇——2025年钢材市场形势与对策》的主题演讲。他表示，从2025年的形势上来看，熵增时代的不确定性继续提升。具体表现在军事冲突缓和叠加贸易冲突加剧，全球经济增速或稳中趋缓；美联储货币政策陷入困境，宽松周期或将弱化；美征税脱钩扰动，国内经济复苏有压力但也有动能。在2025年的对策上，他指出应守正出奇，行止有度。具体来看，钢材供应继续过剩，但出口增加有助于收敛缺口；企业利润难以持续修复，有助于缓解供给压力；价格中枢继续下移，但仍有阶段性行情；近期或迎来上半年高点价格。</p> <p align="center"><img src="https://img06.mysteelcdn.com/wz/uploaded/steel/2025/02/23/11460117.jpeg" alt="人拿着手机 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p> <p align="center"><span style="color: #366092;">上海钢联资讯管理委员会副主任、资深分析师陈靖夫</span></p> <p align="left">至此，2025上海钢联新春团拜会-建筑钢材-郑州站新春团拜会圆满结束，会后参会嘉宾一起进行了合影留念，再次感谢为此次会议提供帮助与支持的所有单位和各位来宾。</p> <p align="center"><img src="https://img02.mysteelcdn.com/wz/uploaded/steel/2025/02/23/11460118.jpeg" alt="人们在看台上的人在房间里 AI 生成的内容可能不正确。" width="600" height="450" border="0" /></p>  <br /> </div> </div> </article> <article class="content-block m-copyRight"> 资讯编辑：冯慧珊 021-66896639 </br> 资讯监督：孙亚琼 021-26093659 </br> 资讯投诉：陈跃进 021-26093100 </br> </article> <article 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