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Can a new round of Steel supply-side reform be fully initiated?
East China Futures believes that, considering the current state of the industry, the uncertainty of hedging external demand, and the achievement of the energy consumption targets set in the 14th Five-Year Plan, the discussion on this round of Supply-side Reform 2.0 is not without basis. Once the policy is implemented, the most direct impact will be a temporary expansion of industry profits, but the extent of this expansion may be lower than in the previous round of policies, expected to be between 300 to 400 yuan per ton.
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CICC's outlook for the construction Industry in 2025: Seeking stability and progress.
Focus on the centrally-owned construction enterprises with relatively stable fundamentals, which benefit from the new regulations on debt reduction and Market Cap management.
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