论文部分内容阅读
在当前市场普遍悲观之时,我们与市场有不同的观点。我们认为在国家宏观调控政策转向“一保一控”的背景下,年内钢铁市场需求将继续保持适度增长,全年业绩仍有望实现20-30%的增长,从估值水平分析,当前A股钢铁类上市公司已具有极高的投资价值。
In the current market generally pessimistic when we have a different point of view with the market. In the context of the shift of the national macro-control policy to “one security and one control”, we believe the steel market demand will continue to grow modestly during the year and the annual results are still expected to achieve a 20-30% increase. Based on the analysis of the valuation level, A-share listed iron and steel companies already have a very high investment value.