钢铁行业月度跟踪报告：关注供给边际增量

《钢铁行业月度跟踪报告：关注供给边际增量》由会员上传分享，免费在线阅读，更多相关内容在行业资料-天天文库。

1、内容目录板块及个股表现.-6-钢铁板块表现一般.......................................................................................-6-个股多数上涨...............................................................................................-6-钢价分析................................................

2、..............................................................-7-钢价震荡上涨...............................................................................................-7-原材料价格小幅回落..................................................................................-10-供需分析.

3、...........................................................................................................-11-错峰限产正式结束.....................................................................................-11-需求加速释放.......................................................

4、......................................-12-内需：地产持续韧性、基建继续回升........................................................-13-外需：出口环比下滑..................................................................................-15-产能利用率短期或承压..............................................

5、................................-15-库存分析............................................................................................................-16-钢贸商库存................................................................................................-16-钢厂库存........

6、............................................................................................-16-铁矿石与废钢库存.....................................................................................-17-焦炭焦煤库存......................................................................

7、.......................-18-行业盈利............................................................................................................-18-行业盈利上涨.............................................................................................-18-估值比较...................

8、.........................................................................................-20-投资建议....................