钢铁行业月度跟踪报告：行业淡季来临

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1、内容目录板块及个股表现.-6-钢铁板块相对收益明显................................................................................-6-个股涨少跌多...............................................................................................-6-钢价分析........................................

2、......................................................................-7-钢价先扬后抑...............................................................................................-7-原材料价格继续强势......................................................................

3、............-10-供需分析............................................................................................................-11-持续关注环保限产对供给端的扰动............................................................-11-需求：淡季需求有韧性、出口连续4月反弹..........................

4、...................-13-内需：地产助力需求重新企稳...................................................................-14-外需：出口连续反弹..................................................................................-16-产能利用率提升有限.............................................

5、.....................................-16-库存分析............................................................................................................-17-钢贸商库存..............................................................................................

6、..-17-钢厂库存....................................................................................................-17-铁矿石与废钢库存.....................................................................................-18-焦炭焦煤库存.......................................

7、......................................................-18-行业盈利............................................................................................................-19-行业盈利小幅下滑..........................................................................

8、...........-19-估值比较............................................................................................................-21-投资建议.........................................................................