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1、內(nèi)容目錄板塊及個股表現(xiàn)...................................................................................................-6-鋼鐵板塊企穩(wěn)...............................................................................................-6-個股漲跌對半.......................................
2、........................................................-6-鋼價分析..............................................................................................................-7-鋼價震蕩下跌................................................................................
3、...............-7-原材料價格繼續(xù)強勢..................................................................................-10-供需分析............................................................................................................-11-環(huán)保政策邊際松動.........................
4、............................................................-11-需求：地產(chǎn)持續(xù)超預期支撐鋼鐵需求........................................................-12-內(nèi)需：地產(chǎn)持續(xù)超預期對沖基建下滑........................................................-13-外需：出口低位運行.....................................
5、.............................................-15-產(chǎn)能利用率有望抬升..................................................................................-15-庫存分析............................................................................................................-16-鋼貿(mào)
6、商庫存................................................................................................-16-鋼廠庫存....................................................................................................-16-鐵礦石與廢鋼庫存...........................................
7、..........................................-17-焦炭焦煤庫存.............................................................................................-17-行業(yè)盈利............................................................................................................-
8、18-行業(yè)盈利下滑.............................................................................................-18-估值比較........................................................
