华泰证券:关注“反内卷”政策下有望反转的行业

澎湃新闻
11 Jul

炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 关于“反内卷”政策下哪些行业有望反转?华泰证券研报称,财报视角,筛选固定资产周转率、毛利率处于历史低位、低HHI的行业,“内卷”压力主要集中在煤炭、钢铁、化工、电新、机械、轻工等行业。其中,从现金流、资本开支等指标上看产能加速出清,且中观景气筑底或改善的品种包括:1)煤炭:北方港口煤炭库存、重点电厂煤炭库存可用天数回落,煤价...

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