5月(yue)(yue)15日，國家統計(ji)局發布2020年1—4月(yue)(yue)宏觀(guan)及行業(ye)數據(ju)顯(xian)示，1—4房(fang)(fang)地(di)產開(kai)發投(tou)(tou)資同(tong)(tong)(tong)比(bi)(bi)下(xia)(xia)(xia)(xia)(xia)降(jiang)3.3%，降(jiang)幅(fu)比(bi)(bi)1—3月(yue)(yue)收(shou)(shou)窄(zhai)(zhai)4.4個百(bai)分點(dian)(dian)。從分項數據(ju)來看，房(fang)(fang)屋(wu)新開(kai)工(gong)面(mian)(mian)(mian)積(ji)同(tong)(tong)(tong)比(bi)(bi)下(xia)(xia)(xia)(xia)(xia)降(jiang)18.4%，降(jiang)幅(fu)比(bi)(bi)1—3月(yue)(yue)收(shou)(shou)窄(zhai)(zhai)8.8個百(bai)分點(dian)(dian)；房(fang)(fang)屋(wu)施(shi)工(gong)面(mian)(mian)(mian)積(ji)同(tong)(tong)(tong)比(bi)(bi)增長(chang)2.5%，較1-3月(yue)(yue)回(hui)落0.1個百(bai)分點(dian)(dian)；房(fang)(fang)屋(wu)竣(jun)工(gong)面(mian)(mian)(mian)積(ji)同(tong)(tong)(tong)比(bi)(bi)下(xia)(xia)(xia)(xia)(xia)降(jiang)14.5%，降(jiang)幅(fu)比(bi)(bi)1-3月(yue)(yue)收(shou)(shou)窄(zhai)(zhai)1.3個百(bai)分點(dian)(dian)；土(tu)地(di)購置(zhi)面(mian)(mian)(mian)積(ji)同(tong)(tong)(tong)比(bi)(bi)下(xia)(xia)(xia)(xia)(xia)降(jiang)12%，降(jiang)幅(fu)比(bi)(bi)1-3月(yue)(yue)收(shou)(shou)窄(zhai)(zhai)10.6個百(bai)分點(dian)(dian)；商(shang)品房(fang)(fang)銷(xiao)售面(mian)(mian)(mian)積(ji)同(tong)(tong)(tong)比(bi)(bi)下(xia)(xia)(xia)(xia)(xia)降(jiang)19.3%，降(jiang)幅(fu)比(bi)(bi)1—3月(yue)(yue)收(shou)(shou)窄(zhai)(zhai)7個百(bai)分點(dian)(dian)。從4月(yue)(yue)當(dang)月(yue)(yue)情況來看，4月(yue)(yue)房(fang)(fang)地(di)產投(tou)(tou)資同(tong)(tong)(tong)比(bi)(bi)增長(chang)6.97%，新開(kai)工(gong)同(tong)(tong)(tong)比(bi)(bi)下(xia)(xia)(xia)(xia)(xia)降(jiang)1.31%，施(shi)工(gong)同(tong)(tong)(tong)比(bi)(bi)下(xia)(xia)(xia)(xia)(xia)降(jiang)1.92%，竣(jun)工(gong)同(tong)(tong)(tong)比(bi)(bi)下(xia)(xia)(xia)(xia)(xia)降(jiang)8.82%。1—4月(yue)(yue)制造(zao)業(ye)投(tou)(tou)資同(tong)(tong)(tong)比(bi)(bi)下(xia)(xia)(xia)(xia)(xia)降(jiang)18.8%，降(jiang)幅(fu)比(bi)(bi)1—3月(yue)(yue)收(shou)(shou)窄(zhai)(zhai)6.4個百(bai)分點(dian)(dian)。1—4月(yue)(yue)基建(jian)投(tou)(tou)資同(tong)(tong)(tong)比(bi)(bi)下(xia)(xia)(xia)(xia)(xia)降(jiang)11.8%，降(jiang)幅(fu)比(bi)(bi)1—3月(yue)(yue)收(shou)(shou)窄(zhai)(zhai)7.9個百(bai)分點(dian)(dian)。

從產(chan)量數據(ju)來(lai)看，1—4月(yue)我國(guo)粗(cu)鋼(gang)、生(sheng)鐵和(he)(he)(he)(he)(he)產(chan)量分(fen)別(bie)(bie)為(wei)(wei)31946萬(wan)(wan)噸(dun)(dun)(dun)(dun)、27799萬(wan)(wan)噸(dun)(dun)(dun)(dun)和(he)(he)(he)(he)(he)37439萬(wan)(wan)噸(dun)(dun)(dun)(dun)，同比(bi)分(fen)別(bie)(bie)增(zeng)長1.3%、增(zeng)長1.3%和(he)(he)(he)(he)(he)下(xia)降0.2%。其中4月(yue)份我國(guo)粗(cu)鋼(gang)、生(sheng)鐵和(he)(he)(he)(he)(he)鋼(gang)材產(chan)量分(fen)別(bie)(bie)為(wei)(wei)8503萬(wan)(wan)噸(dun)(dun)(dun)(dun)、7202萬(wan)(wan)噸(dun)(dun)(dun)(dun)和(he)(he)(he)(he)(he)10701萬(wan)(wan)噸(dun)(dun)(dun)(dun)，同比(bi)分(fen)別(bie)(bie)增(zeng)長0.2%、下(xia)降1.2%和(he)(he)(he)(he)(he)增(zeng)長3.6%。4月(yue)份粗(cu)鋼(gang)、生(sheng)鐵和(he)(he)(he)(he)(he)鋼(gang)材日均產(chan)量分(fen)別(bie)(bie)為(wei)(wei)283.43萬(wan)(wan)噸(dun)(dun)(dun)(dun)、240.07萬(wan)(wan)噸(dun)(dun)(dun)(dun)和(he)(he)(he)(he)(he)356.7萬(wan)(wan)噸(dun)(dun)(dun)(dun)，環比(bi)3月(yue)分(fen)別(bie)(bie)增(zeng)長11.25%、增(zeng)長11.13%和(he)(he)(he)(he)(he)增(zeng)長11.83%。

“整體(ti)看4月份供需(xu)兩端的(de)(de)數據(ju)相對3月環比均(jun)大幅(fu)改善，鋼材(cai)市(shi)場(chang)整體(ti)處于供需(xu)兩旺局面。但4月當(dang)月房地(di)產新(xin)開工、施工、竣工面積(ji)同(tong)比仍(reng)維持負增長，市(shi)場(chang)對地(di)產端需(xu)求的(de)(de)持續性仍(reng)存(cun)有隱憂。”光大期貨研究所黑色(se)研究總監邱(qiu)躍成告訴期貨日報記者。

來源：期貨日報