The demand is relatively stable, and the impact of peripheral risk events has led to a slight decline of steel prices this week. The steel price has declined slightly. After the experience has gradually entered the platform period after the early stage of the experience, the screw steel apparent demand fell slightly 67,000 tons month -on -month, but it remained at 350 at 350 10,000 tons of a considerable level. Recently, crises such as Silicon Valley Banks such as Silicon Valley Bank have a great impact on the overall risk assets. The valuation of short -term commodities has been greatly pressed. However, because black products are more inclined to domestic pricing, the overall adjustment amplitude is relatively limited. Considering that the marginal changes in steel demand after late March, the more probability is to show a high -level operation trend. Therefore, the key to determining the trend of steel prices in the future is the expectations of mid -term demand and the possible changes in the supply side. Since 2023 is a steady growth year and the direction of economic restoration is relatively certain, even if the short -term demand fluctuates slightly, it is difficult to return to a lower level. The latest statistical statistics show that the output of crude steel from January to February increased by 5.6%year-on-year. The recovery of the supply side in the background of the rapid decline in the industry’s inventory was caused by the rise of demand. However, considering the rapid growth of crude steel production, it is recommended to focus on the steel industry. The possibility of re -”de -output” is that if the supply -side contraction policy is reunited, the profitability of steel companies is expected to usher in rapid repair. Specific to invest in the sector, the current industry’s profit is in the historical bottom state, and the continued downward space is limited. Although the profitability of short -term steel plants is squeezed seriously by raw materials, it is expected to be gradually repaired with the profitability of the tons of steel. Hua Ling Steel and so on. In addition, in 2022, due to the decline in the prosperity, the stock price of its corresponding target has fallen greatly. As the orders are gradually repaired, the valuation is expected to be repaired first. It is recommended to pay attention to Rujinjin shares.
Post time: Mar-21-2023
