核心要点：市场回顾：钢铁板块上涨2.7%，估值上升上周（3.3-3.7）钢铁板块（801950.SI）上涨2.7%，同期沪深300 上涨1.39%，行业跑赢基准指数（沪深300）1.31 个百分点。钢铁行业板块PE 估值为16.3 倍，处于近十年来70.2%分位点；板块PB 估值为1 倍，处于近十年来36.6%分位点，估值周环比上升。钢材去库，基本面渐好供给：上周五大材总产量微增，铁水产量、高炉...
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