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1、內(nèi)容目錄板塊及個(gè)股表現(xiàn).-5-鋼鐵板塊小幅下跌.......................................................................................-5-個(gè)股漲跌互現(xiàn)...............................................................................................-5-鋼價(jià)分析.............................................................................
2、.................................-6-鋼價(jià)先抑后揚(yáng)...............................................................................................-6-原材料價(jià)格繼續(xù)強(qiáng)勢(shì)....................................................................................-9-供需分析..........................................................
3、..................................................-10-關(guān)注限產(chǎn)持續(xù)性.........................................................................................-10-需求平穩(wěn)釋放.............................................................................................-12-內(nèi)需:地產(chǎn)高韌性、基建回落............................
4、.......................................-13-外需:出口大幅下滑..................................................................................-14-產(chǎn)能利用率短期或回升..............................................................................-15-庫(kù)存分析................................................................
5、............................................-15-鋼貿(mào)商庫(kù)存................................................................................................-15-鐵礦石庫(kù)存................................................................................................-16-行業(yè)盈利....................................
6、........................................................................-16-行業(yè)盈利下滑.............................................................................................-16-估值比較............................................................................................................-18-投資建
7、議............................................................................................................-19-風(fēng)險(xiǎn)提示...............................................................................................