> 数据图表咨询下各位2.1 需求：建筑需求企稳，制造业需求韧性强2025-11-12.1 需求：建筑需求企稳，制造业需求韧性强表2：2019-2027年全国钢铁供需情况分析及预测（亿吨，%）2019A2020A2021A2022A9.509.659.749.15www.swsresearch.com 证券研究报告资料来源：国家统计局、海关总署、冶金工业规划院、申万宏源研究8.%-.%-.%.%-.%-.%1.000.591.041.120.99-.%0.70年份总需求（亿吨）总需求增速（%）（1）建筑行业需求（亿吨）建筑行业需求占比（%）建筑行业需求增速（%）（2）机械行业需求（亿吨）机械行业需求占比（%）机械行业需求增速（%）（3）汽车行业需求（亿吨）汽车行业需求占比（%）汽车行业需求增速（%）（4）造船行业需求（亿吨）造船行业需求占比（%）造船行业需求增速（%）（5）家电行业需求（亿吨）家电行业需求占比（%）家电行业需求增速（%）（6）铁道行业需求（亿吨）铁道行业需求占比（%）铁道行业需求增速（%）（7）集装箱行业需求（亿吨）集装箱行业需求占比（%）集装箱行业需求增速（%）（8）能源行业需求（亿吨）能源行业需求占比（%）能源行业需求增速（%）（9）其他行业需求（亿吨）其他行业需求占比（%）其他行业需求增速（%）（10）钢材净出口量（亿吨）钢材出口需求占比（%）钢材出口增速（%）总产量（亿吨）产量增速（%）理论供需缺口（供给-需求≈△库存）（亿吨）1.56%5.940.90%5.73 61.59% 58.87%4.37%1.65-6.08%5.01 54.78%-3.55% -12.61%1.70 17.08% 17.41%2.87%3.65%0.530.525.45%5.39%-3.70%2.10%0.141.43%21.00%0.121.19%1.77%0.150.141.50%1.45%4.30%3.70%0.060.060.58%0.57%2.00%1.85%0.050.050.52%0.48%9.00%-5.64%0.40 0.39 4.11%4.04%2.50%1.47%0.46 0.46 4.74%4.75%2.54%8.56%0.530.333.46%5.40%-35.68% 57.39%10.3310.651.72 18.81%1.45%0.556.00%3.40%0.171.81%19.00%0.141.56%-2.20%0.060.62%1.50%0.050.60%8.00%0.424.59%4.90%0.465.03%-0.50%0.576.20%7.83%10.194.70%5.70 59.93%7.76%1.59 16.73%2.43%0.545.68%-4.26%0.111.19%-5.89%0.14 1.42%8.00%0.050.57%5.90%0.050.52%-23.99%0.38 4.05%3.05%0.42 4.44%11.21%0.525.47%-7.44%9.96 .%0.462023A9.07 -0.85%4.57 50.39%-8.80%1.7319.08%0.60%0.596.48%7.00%0.192.12%16.34%0.141.59%0.67%0.060.64%1.20%0.060.65%7.50%0.444.86%5.00%0.465.05%-0.40%0.839.15%46.20%10.192024A9.06 -0.11%4.26 47.06%-6.70%1.7419.20%0.50%0.616.73%3.77%0.222.43%14.23%0.141.60%0.50%0.060.64%1.10%0.060.68%5.20%0.465.10%4.80%0.465.04%-0.40%1.0411.52%25.78%10.052025E9.05 -0.11%4.13 45.66%-3.10%1.7519.32%0.50%0.636.93%2.87%0.242.63%8.20%0.141.60%-0.10%0.060.65%0.70%0.060.67%-1.30%0.485.34%4.60%0.455.03%-0.30%1.1012.18%5.60%9.752026E9.04 -0.08%4.04 44.73%-2.10%1.7619.43%0.50%0.647.10%2.40%0.252.78%5.60%0.141.59%-0.10%0.060.65%0.60%0.060.67%-0.80%0.505.58%4.30%0.455.02%-0.20%1.1312.45%2.10%9.55 -.%0.512027E9.06 0.19%4.00 44.11%-1.20%1.7719.51%0.60%0.657.23%2.00%0.262.84%2.40%0.141.59%-0.10%0.060.65%0.50%0.060.67%0.20%0.525.79%4.00%0.455.00%-0.20%1.1412.61%1.50%9.410.35申万宏源能源矿产
