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L245管线管经济市场变化情况

作者:skasnka.com 点击: 发布时间:2019-11-19 11:34:38

L245管线管

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短期钢价存在向上博弈的机会。一方面,L245管线管等钢材供给受到政策影响,部分地区限产方案较大力度地抑制钢材产量;另一方面,虽已进入淡季,但建材成交量仍保持较高水平,需求有韧性,但也要警惕全国降温对需求带来负面影响。行业存在供需错配的机会,短期支撑钢价向上。建议关注南方低估值企业以及盈利稳健的龙头上市公司。
 

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