中信證券：預計2025年是中國鋼鐵行業的拐點年份

我的鋼鐵網

04-29

中信證券研報稱，預計2025年是中國鋼鐵行業的拐點年份。2025年Q1有望成爲鋼鐵行業長期業績拐點。隨着行業改革的深入，產能產量的持續性削減將勢在必行。供應端有望帶來產量超預期收縮。同時隨着鋼鐵行業“推進整合重組，推動落後低效產能退出”的持續推進，預計產業鏈利潤將持續進行再分配，而鋼鐵行業將在再分配中受益。認爲當前在估值底部和產業即將持續利潤再分配的階段是鋼鐵行業的黃金配置時期。維持鋼鐵行業“強於大市”評級。

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資訊投訴：陳躍進 021-26093100

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