近日中央财经委会议“推动落后产能退出”的表述使钢铁供给收缩的预期得到加强。钢铁需求逐步触底,供给有收缩预期,行业逐步走出底部,龙头竞争优势凸显。投资要点维持行业“增持”评级,迎接钢铁行业的转折之年。近日中央财经委第六次会议指出:依法治理企业低价无序竞争,推动落后产能有序退出。我们认为钢铁行业供给的收缩预期得到加强,我们在2025年年度策略报告中提出的“2025年是钢铁行业的转折之年”的判断正持续...
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