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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.
Nanjing Iron & Steel (SHSE:600282) Takes On Some Risk With Its Use Of Debt
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...