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钢铁行业跟踪周报：高频数据验证限产继续 _ 东方财富网

投资建议：继续推荐钢铁股。在估值历史低位、盈利历史中高位的大背景下，碳中和大概率带来行业供给天花板，加之原料端供给增加再次贡献成本红利，钢铁股中期将迎来一波业绩、估值双升的板块性机会。继续看好低估值板材股、优质长材股、以及部分特钢，继续首推宝钢股份、马钢股份、新钢股份、华菱钢铁、广大特材、久立特材、中信特钢。

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钢铁行业跟踪周报：关注滞涨的主流钢铁股 _ 东方财富网

钢铁行业跟踪周报：关注滞涨的主流钢铁股 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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钢铁行业跟踪周报：钢价盈利均超预期 持续强推钢铁 _ 东方财富网

钢铁行业跟踪周报：钢价盈利均超预期 持续强推钢铁 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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