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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.
China Securities Co., Ltd.: In 2025, steel prices will primarily remain volatile, reinforcing a new order of supply and demand under controlled production.
China's high-end special steel industry is still in a growth stage, with new energy, shipbuilding, and aviation industries in a period of vigorous development, deserving a certain valuation premium.
Nanjing Iron & Steel Co., Ltd.'s (SHSE:600282) Business And Shares Still Trailing The Market
Zhejiang XCC Group (603667.SH) shareholder Nanjing Iron & Steel has cumulatively reduced its shareholding by 0.26 million shares.
Zhejiang XCC Group (603667.SH) issued an announcement, as of the disclosure date of the announcement, the shareholder Nanjing Iron & Steel's shareholding period has expired...
China Great Wall Securities: Q4 strong expected trade expected to continue, steel sector has broad room for recovery.
There may be room for policy adjustment, and the window period that is difficult to verify is expected to extend the time and space for the rebound of the steel sector.
haitong int'l: Currently, steel consumption has peaked. The test remains after the profit rebound.
After the profit rebound, on November 1, 2024, the daily production of pig iron was about 0.09 million tons higher than the average daily production in August and September, with an annual increase of about 40 million tons of steel production.