智通财经APP获悉，国泰海通发布研报称，维持钢铁行业“增持”评级。长期来看，产业集中度提升、促进高质量发展是未来钢铁行业发展的必然趋势，具有产品结构与成本优势的钢企将充分受益;在环保加严、超低排放改造与碳中和背景下，龙头公司竞争优势与盈利能力将更加凸显。该行维持供给端收缩的预期，钢铁基本面有望逐步修复。国泰海通主要观点如下：上周五大钢材表观需求环增，五大钢厂厂库和社库合计环降上周(11月17日-...
Source Link智通财经APP获悉，国泰海通发布研报称，维持钢铁行业“增持”评级。长期来看，产业集中度提升、促进高质量发展是未来钢铁行业发展的必然趋势，具有产品结构与成本优势的钢企将充分受益;在环保加严、超低排放改造与碳中和背景下，龙头公司竞争优势与盈利能力将更加凸显。该行维持供给端收缩的预期，钢铁基本面有望逐步修复。国泰海通主要观点如下：上周五大钢材表观需求环增，五大钢厂厂库和社库合计环降上周(11月17日-...
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