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东吴证券:中期继续看好钢铁股

Soochow Securities: continue to be bullish on iron and steel stocks in the medium term

新浪財經 ·  Dec 7, 2021 09:18
Soochow Securities pointed out that it continues to be bullish on steel stocks in the medium term. In the context of high earnings history and low valuation history, carbon neutralization is likely to bring the industry supply ceiling, coupled with the raw material side once again contributing cost dividends, iron and steel stocks will usher in a wave of performance and valuation of double-rise plate opportunities. Be optimistic about low valuation plate, some high quality long wood and special steel. In the short term, the first rare earth iron and steel double leader Baotou Steel shares, pure iron and steel shares recommend Valin Iron and Steel, New Steel shares, Baosteel shares, Jiuli Special Materials, CITIC Special Steel, etc.; it is suggested to pay attention to Angang shares, Shougang shares, Nanjing Iron and Steel shares. (Securities Times website)

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