中国钢材出口实现五连升：板材出口创新高与库存回升分析
中国钢材出口持续增长 | Steel exports maintain strong momentum
根据中国钢铁工业协会最新数据，5月份我国钢材出口量实现环比五连升，出口保持较强韧性。与此同时，近期钢铁企业生产维持高位，全国钢材社会库存量有所增加。
According to the latest data from the China Iron and Steel Association (CISA), China's steel exports achieved five consecutive months of month-on-month growth in May, demonstrating strong resilience. Meanwhile, steel production remains at high levels, with an increase in national steel inventory.
出口数据亮点 | Export highlights
5月份我国出口钢材835.6万吨，环比增加42.4万吨，连续第5个月增长，同比增加59.7万吨。特别值得注意的是，板材出口量创历史新高，其中热轧板卷和中厚板环比增量明显。
In May, China exported 8.356 million tons of steel products, an increase of 424,000 tons month-on-month - marking the fifth consecutive month of growth, and 597,000 tons year-on-year. Notably, plate exports hit a record high, with significant month-on-month increases in hot-rolled coils and medium-thick plates.
价格趋势分析 | Price trend analysis
5月钢材出口平均单价为922.2美元/吨，环比下跌16.0%，同比下跌33.1%。1-5月累计出口平均单价1143.7美元/吨，同比下跌18.3%。
The average export price in May was $922.2/ton, down 16.0% month-on-month and 33.1% year-on-year. The cumulative average export price from January to May was $1,143.7/ton, down 18.3% year-on-year.
库存变化情况 | Inventory changes
全国钢材社会库存在连续7周下降后开始回升。6月30日数据显示，全国钢材社会库存指数为112.4点，比上周上升0.92%。其中板材社会库存指数上升1.68%，增速加快。
National steel inventory began to rebound after seven consecutive weeks of decline. Data from June 30 shows the national steel inventory index at 112.4 points, up 0.92% from the previous week. The plate inventory index rose 1.68%, with accelerating growth.
未来市场展望 | Market outlook
中钢协预计，短期钢材出口仍保持一定韧性，但下半年出口量可能承压回落。7月份北方高温和南方雨季将对建筑钢材需求产生明显抑制，同时制造业订单类指数继续回落，板材需求面临放缓。
CISA predicts that steel exports will maintain some resilience in the short term, but may face pressure and decline in the second half of the year. In July, high temperatures in the north and rainy seasons in the south will significantly suppress demand for construction steel, while manufacturing order indexes continue to decline, slowing plate demand.