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华安证券：政策面修复市场情绪 中长期仍看好特材

Huaan Securities: repairing market sentiment on the policy side is still optimistic about specialties in the medium and long term.

新浪財經 ·  Nov 21, 2021 10:36
The latest research report of Huaan Securities believes that in terms of special steel, stainless steel has a good support for a long time, so it is recommended to pay continuous attention to it. Stainless steel recent price shock uplink, trading continued to improve, the market warmed up. In the long run, with the support of the carbon peak policy issued by the state, crude steel production has become a deterministic trend, which is important for stainless steel prices and profits. It is suggested that we should continue to pay attention to Yongjin shares, Fushun special steel, Yongxing materials and other targets. As the core metal material in the field of new energy vehicles, electrical steel is also a plate worthy of attention. Electrical steel is the motor and core material of new energy vehicles. Under the resonant action of carbon neutralization at the policy end, accelerated entry of new and old car building forces at the supply side, and the improvement of economy and convenience at the consumer end, new energy vehicles have developed rapidly, driving the downstream demand for electrical steel, and the electrical steel plate has ushered in a great opportunity. But at present, the valuation of companies in the plate is generally not high, long-term optimistic about the electrical steel plate, it is suggested to focus on CITIC Special Steel, Baotou Steel shares, Xingang shares and so on.
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