华泰研究所行业周度观点及推荐

华泰证券股份有...
Dec 02

供需双弱格局延续,库存降幅有所收窄,尽管国内外宏观预期向好,但受原料下跌及成交下滑影响,短期钢价继续弱势震荡运行。此外,行业盈利大幅下滑,行业检修减产延续;淡季特征也较为明显,需求走弱。11月上旬日均发电量同比+3.1%,日均火电发电量同比-0.2%。二十五省电煤日耗周环比+0.8%,同比-0.8%,库存周环比+3.2%,同比-7.7%。CCTD港口煤价本周出现松动,下滑至823元/吨,周环比-...

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