金吾财讯 | 中国银河证券表示，近日，工业和信息化部会同自然资源部、生态环境部、商务部、市场监管总局等五部门联合印发《钢铁行业稳增长工作方案（2025—2026年）》（以下简称《工作方案》），明确未来两年钢铁行业增加值年均增长目标设定在4%左右。该机构指，《工作方案》聚焦行业改造升级，提出扩大有效投资，推进工艺设备更新改造，加快数字化转型，推进绿色低碳发展，促进行业转型升级。该机构认为在供给侧反内卷持续推进的背景下，钢铁行业产能持续向优质龙头集中，行业细分龙头及业绩改善是重点关注方向。
金吾财讯 | 中国银河证券表示，近日，工业和信息化部会同自然资源部、生态环境部、商务部、市场监管总局等五部门联合印发《钢铁行业稳增长工作方案（2025—2026年）》（以下简称《工作方案》），明确未来两年钢铁行业增加值年均增长目标设定在4%左右。该机构指，《工作方案》聚焦行业改造升级，提出扩大有效投资，推进工艺设备更新改造，加快数字化转型，推进绿色低碳发展，促进行业转型升级。该机构认为在供给侧反内卷持续推进的背景下，钢铁行业产能持续向优质龙头集中，行业细分龙头及业绩改善是重点关注方向。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.