5月(yue)(yue)(yue)(yue)(yue)15日，國家統(tong)計局發布2020年(nian)1—4月(yue)(yue)(yue)(yue)(yue)宏觀及行業數(shu)據顯(xian)示，1—4房(fang)地產(chan)開發投資(zi)同(tong)比(bi)(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)(jiang)(jiang)3.3%，降(jiang)(jiang)(jiang)(jiang)(jiang)幅(fu)(fu)(fu)比(bi)(bi)(bi)(bi)(bi)1—3月(yue)(yue)(yue)(yue)(yue)收(shou)(shou)窄(zhai)(zhai)4.4個(ge)(ge)百(bai)(bai)分點(dian)。從分項數(shu)據來(lai)看，房(fang)屋(wu)新開工(gong)(gong)面(mian)積(ji)(ji)同(tong)比(bi)(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)(jiang)(jiang)18.4%，降(jiang)(jiang)(jiang)(jiang)(jiang)幅(fu)(fu)(fu)比(bi)(bi)(bi)(bi)(bi)1—3月(yue)(yue)(yue)(yue)(yue)收(shou)(shou)窄(zhai)(zhai)8.8個(ge)(ge)百(bai)(bai)分點(dian)；房(fang)屋(wu)施工(gong)(gong)面(mian)積(ji)(ji)同(tong)比(bi)(bi)(bi)(bi)(bi)增長2.5%，較1-3月(yue)(yue)(yue)(yue)(yue)回落0.1個(ge)(ge)百(bai)(bai)分點(dian)；房(fang)屋(wu)竣工(gong)(gong)面(mian)積(ji)(ji)同(tong)比(bi)(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)(jiang)(jiang)14.5%，降(jiang)(jiang)(jiang)(jiang)(jiang)幅(fu)(fu)(fu)比(bi)(bi)(bi)(bi)(bi)1-3月(yue)(yue)(yue)(yue)(yue)收(shou)(shou)窄(zhai)(zhai)1.3個(ge)(ge)百(bai)(bai)分點(dian)；土地購置面(mian)積(ji)(ji)同(tong)比(bi)(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)(jiang)(jiang)12%，降(jiang)(jiang)(jiang)(jiang)(jiang)幅(fu)(fu)(fu)比(bi)(bi)(bi)(bi)(bi)1-3月(yue)(yue)(yue)(yue)(yue)收(shou)(shou)窄(zhai)(zhai)10.6個(ge)(ge)百(bai)(bai)分點(dian)；商品(pin)房(fang)銷售面(mian)積(ji)(ji)同(tong)比(bi)(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)(jiang)(jiang)19.3%，降(jiang)(jiang)(jiang)(jiang)(jiang)幅(fu)(fu)(fu)比(bi)(bi)(bi)(bi)(bi)1—3月(yue)(yue)(yue)(yue)(yue)收(shou)(shou)窄(zhai)(zhai)7個(ge)(ge)百(bai)(bai)分點(dian)。從4月(yue)(yue)(yue)(yue)(yue)當月(yue)(yue)(yue)(yue)(yue)情況來(lai)看，4月(yue)(yue)(yue)(yue)(yue)房(fang)地產(chan)投資(zi)同(tong)比(bi)(bi)(bi)(bi)(bi)增長6.97%，新開工(gong)(gong)同(tong)比(bi)(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)(jiang)(jiang)1.31%，施工(gong)(gong)同(tong)比(bi)(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)(jiang)(jiang)1.92%，竣工(gong)(gong)同(tong)比(bi)(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)(jiang)(jiang)8.82%。1—4月(yue)(yue)(yue)(yue)(yue)制造業投資(zi)同(tong)比(bi)(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)(jiang)(jiang)18.8%，降(jiang)(jiang)(jiang)(jiang)(jiang)幅(fu)(fu)(fu)比(bi)(bi)(bi)(bi)(bi)1—3月(yue)(yue)(yue)(yue)(yue)收(shou)(shou)窄(zhai)(zhai)6.4個(ge)(ge)百(bai)(bai)分點(dian)。1—4月(yue)(yue)(yue)(yue)(yue)基(ji)建(jian)投資(zi)同(tong)比(bi)(bi)(bi)(bi)(bi)下(xia)降(jiang)(jiang)(jiang)(jiang)(jiang)11.8%，降(jiang)(jiang)(jiang)(jiang)(jiang)幅(fu)(fu)(fu)比(bi)(bi)(bi)(bi)(bi)1—3月(yue)(yue)(yue)(yue)(yue)收(shou)(shou)窄(zhai)(zhai)7.9個(ge)(ge)百(bai)(bai)分點(dian)。

從產量(liang)數據來看(kan)，1—4月我(wo)國(guo)粗鋼、生鐵(tie)和(he)(he)(he)產量(liang)分別(bie)(bie)為(wei)(wei)31946萬(wan)(wan)(wan)噸(dun)(dun)(dun)、27799萬(wan)(wan)(wan)噸(dun)(dun)(dun)和(he)(he)(he)37439萬(wan)(wan)(wan)噸(dun)(dun)(dun)，同比分別(bie)(bie)增(zeng)長(chang)(chang)1.3%、增(zeng)長(chang)(chang)1.3%和(he)(he)(he)下(xia)降(jiang)0.2%。其中(zhong)4月份我(wo)國(guo)粗鋼、生鐵(tie)和(he)(he)(he)鋼材(cai)產量(liang)分別(bie)(bie)為(wei)(wei)8503萬(wan)(wan)(wan)噸(dun)(dun)(dun)、7202萬(wan)(wan)(wan)噸(dun)(dun)(dun)和(he)(he)(he)10701萬(wan)(wan)(wan)噸(dun)(dun)(dun)，同比分別(bie)(bie)增(zeng)長(chang)(chang)0.2%、下(xia)降(jiang)1.2%和(he)(he)(he)增(zeng)長(chang)(chang)3.6%。4月份粗鋼、生鐵(tie)和(he)(he)(he)鋼材(cai)日均產量(liang)分別(bie)(bie)為(wei)(wei)283.43萬(wan)(wan)(wan)噸(dun)(dun)(dun)、240.07萬(wan)(wan)(wan)噸(dun)(dun)(dun)和(he)(he)(he)356.7萬(wan)(wan)(wan)噸(dun)(dun)(dun)，環比3月分別(bie)(bie)增(zeng)長(chang)(chang)11.25%、增(zeng)長(chang)(chang)11.13%和(he)(he)(he)增(zeng)長(chang)(chang)11.83%。

“整體看4月份(fen)供需(xu)兩端(duan)(duan)的數(shu)據相對(dui)3月環比均大(da)幅(fu)改善，鋼材市場(chang)整體處于供需(xu)兩旺局面(mian)。但4月當月房地產(chan)新(xin)開工、施工、竣工面(mian)積(ji)同比仍維(wei)持負增(zeng)長，市場(chang)對(dui)地產(chan)端(duan)(duan)需(xu)求的持續性仍存(cun)有隱(yin)憂。”光大(da)期貨研究所黑色研究總(zong)監(jian)邱躍成(cheng)告訴(su)期貨日報記(ji)者。

來源：期貨日報