华创证券此前指，目前钢铁板块中有较多连续12个月持续破净的企业，该行认为，以上企业有望制定切实估值提升计划，公司估值水平有望得到修复。光大证券近日指出，在证监会要求上市公司加强市值管理的大背景下，建议关注估值较低、盈利稳健的金属国央企，建议关注鞍钢股份、重庆钢铁等。Steel stocks are rising. As of the report, CHONGQING IRON (01053) is up 4.21%, at HK$0.99; MAANSHAN IRON (00323) is up 2.92%, at HK$1.41; Angang Steel (00347) is up 2.65%, at HK$1.55.
According to the Zhito Finance APP, some steel stocks are rising. As of the report, CHONGQING IRON (01053) is up 4.21%, at HK$0.99; MAANSHAN IRON (00323) is up 2.92%, at HK$1.41; Angang Steel (00347) is up 2.65%, at HK$1.55; CHINA ORIENTAL (00581) is up 0.87%, at HK$1.16.
In news, the State-owned Assets Supervision and Administration Commission of the State Council issued "Several Opinions on Improving and Strengthening the Market Cap Management of Central Enterprises' Controlling Listed Companies," which requires central enterprises and controlling listed companies to pay close attention to issues related to their stocks trading below their net asset value, to include solving long-term net asset value issues in their annual key tasks, and to guide long-term undervalued listed companies in formulating disclosure plans for valuation improvement and to supervise execution.
Huachuang Securities previously pointed out that there are many companies in the steel Sector that have continuously traded below their net asset value for 12 months; the firm believes these companies are likely to formulate practical valuation improvement plans and that their Company Valuation levels are expected to be restored. Everbright recently noted that against the background of the CSRC's requirement for listed companies to strengthen their market cap management, it is recommended to focus on low-Valuation, steadily profitable Metal central enterprises, including Angang Steel, CHONGQING IRON, and others.
