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中信證券：鋼鐵行業供需格局有望持續改善 當前具備配置價值

格隆匯 09-27 08:31
格隆匯9月27日丨中信證券研報指出，隨着需求端的恢復和全年鋼企限產政策的推進，鋼鐵行業供需格局有望持續改善。與此同時，原料端鐵礦石受到鋼廠減產的影響，預計持續向鋼鐵行業讓利，預計下半年開始鋼鐵行業利潤有所恢復。基於此判斷，鋼鐵行業當前具備配置價值。
中信证券(06030.HK)
20240505中信证券06030
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