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China Galaxy Securities: Medium to long-term conflicts in Steel supply and demand are intensifying, accelerating the supply-side reform in the Steel Industry.
Short-term imported iron ore may run weakly, potentially leading to a reduction in raw material costs, which is Bullish for domestic Steel companies. In the medium to long term, mainstream mines may also adjust their supply strategy under the changing landscape, increasing uncertainty in iron ore prices.
Latest assessment from Citigroup on the Steel Industry: Under the "pressure test" of tariffs, why have these two steel companies become the "first choice"?
Citi released the latest assessment report on the Steel Industry.
Hong Kong stock Concept tracking | Supply-side reform adjusts Steel supply, market focuses on the implementation status of domestic production restrictions (with related stocks)
Citi published a report on China's resource industry, stating that the announced tariffs by the USA have little impact on the Steel-related sub-industries.
Some Aowei Holding Limited (HKG:1370) Shareholders Look For Exit As Shares Take 54% Pounding
AOWEI HOLDING (01370) released its annual performance, with a loss of 0.29 billion yuan for the year, a year-on-year narrowing of 47.26%.
AOWEI HOLDING (01370) announced its annual performance for the year ending December 31, 2024, during which the group achieved revenue...
Aowei Holding Limited Reports Reduced Losses Amid Revenue Decline
