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1、內(nèi)容目錄板塊及個股表現(xiàn).-6-鋼鐵板塊領(lǐng)漲...............................................................................................-6-個股漲多跌少...............................................................................................-6-鋼價分析...................................................
2、...........................................................-7-鋼價穩(wěn)步上揚(yáng)...............................................................................................-7-原材料價格繼續(xù)強(qiáng)勢..................................................................................-10-供需分析.............
3、...............................................................................................-11-環(huán)保加碼,供給持續(xù)收縮..........................................................................-11-需求:地產(chǎn)支撐需求、出口延續(xù)反彈........................................................-13-內(nèi)需:地產(chǎn)助力需求重新企穩(wěn).
4、..................................................................-14-外需:出口連續(xù)反彈..................................................................................-15-產(chǎn)能利用率下滑.........................................................................................-16-庫存分析.........
5、...................................................................................................-16-鋼貿(mào)商庫存................................................................................................-16-鋼廠庫存..................................................................
6、..................................-17-鐵礦石與廢鋼庫存.....................................................................................-17-焦炭焦煤庫存.............................................................................................-18-行業(yè)盈利....................................
7、........................................................................-19-行業(yè)盈利漲跌互現(xiàn).....................................................................................-19-估值比較.....................................................................................................
8、.......-21-投資建議.......................................