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Baoshan Iron & Steel (600019.SH): There are currently no plans to acquire the special steel Assets under Baowu.
On December 30, Gelonghui reported that Baoshan Iron & Steel (600019.SH) stated on the interactive platform that the company has no plans to acquire Baowu's special steel Assets. The company mainly produces carbon steel plate products, focusing on high-end premium plates, including silicon steel and Steel for Electric Vehicles. Although the name does not contain "special," in terms of R&D investment, technical added value and barriers, product performance and quality, market share and profitability, and application scenarios, they are indeed quite "special." The overall solution for Electric Vehicles enhances the Lightweight level and promotes carbon reduction; silicon steel is regarded as the pearl on the Steel Imperium Crown, promoting power transmission and distribution, and Electric Machine energy efficiency.
Hua Fu Securities: Steel exports are experiencing a Top Reversal, and the Bullish policies will stabilize steel demand next year.
The contradiction between supply and demand in the industry is not prominent, and under the strengthened incremental policies, the Steel Sector has the foundation to continue rebounding upwards.
SWHY: The progress of ultra-low emission transformation in Guangdong Province has accelerated, and the expectations for constraints on crude Steel supply have strengthened.
In the future, the Steel Industry will focus on two main lines: high-dividend symbols with stable performance and quality state-owned enterprises with a price-to-book ratio below one.
Huafu Securities: The formation of a double bottom in profit and valuation, focus on five main opportunity lines in the Steel Industry in 2025.
In 2025, policies will focus on both the supply and demand sides, with expectations for supply contraction further increasing. Steel prices are expected to stabilize, forming a "profit bottom", and industry profits may bottom out and rebound.
A Look At The Fair Value Of Baoshan Iron & Steel Co., Ltd. (SHSE:600019)
Citigroup's outlook for the CAILIAOHANGYE in Q1 2025: focus on three major investment themes, with CHINAHONGQIAO (01378) as the top choice.
Citi has released the outlook report for China's CAILIAOHANGYE in the first quarter of 2025, suggesting to focus on three major investment themes.
Baoshan Iron & Steel (SHSE:600019) Will Want To Turn Around Its Return Trends
