今年以来,钢材消费增长较快,钢材库存明显下降。到10月末,社会库存已比年初下降10.8％,比去年同期下降9％,库存周转期降到5个月以下,已经低于供应全面紧张的1988年(当年周转期为5个月),预计到年底可能进一步下降。因此,会不会出现新一轮钢材供应的紧张局面?已为人们十分关注。我们就此谈几点看法。 Since the beginning of this year, steel consumption has grown rapidly, and steel stocks have dropped significantly. By the end of October, social stocks have fallen by 10.8% from the beginning of the year and by 9% from the same period of last year. The inventory turnover period has fallen below 5 months, which is already lower than the 1988 full supply shortage (turnover period is 5 months). It may decline further by the end of the year. Therefore, will there be a new round of tight supply of steel products? We will talk about a few points here.