钢铁行业月度跟踪报告：关注环保限产持续性

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1、内容目录板块及个股表现.-5-钢铁板块小幅下跌.......................................................................................-5-个股涨跌互现...............................................................................................-5-钢价分析.............................................................................

2、.................................-6-钢价先抑后扬...............................................................................................-6-原材料价格继续强势....................................................................................-9-供需分析..........................................................

3、..................................................-10-关注限产持续性.........................................................................................-10-需求平稳释放.............................................................................................-12-内需：地产高韧性、基建回落............................

4、.......................................-13-外需：出口大幅下滑..................................................................................-14-产能利用率短期或回升..............................................................................-15-库存分析................................................................

5、............................................-15-钢贸商库存................................................................................................-15-铁矿石库存................................................................................................-16-行业盈利....................................

6、........................................................................-16-行业盈利下滑.............................................................................................-16-估值比较............................................................................................................-18-投资建

7、议............................................................................................................-19-风险提示...............................................................................................