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研报掘金丨华泰证券:维持马钢股份“持有”评级,认为25-26年行业利润有望改善

Research Reports to identify opportunities | HTSC: Maintains Maanshan Iron & Steel "Hold" rating, believes that Industry profits are expected to improve in 2025-2026.

Gelonghui Finance ·  Dec 26 17:00  · Ratings

Globe News on December 26 | HTSC's Research Reports pointed out that Maanshan Iron & Steel (600808.SH) is currently positioned as a key enterprise in Steel under China Baowu, focusing on high-quality long products and being an important force in plate and strip products. Since 2024, domestic demand for steel has dragged down steel prices, and the decline has been more than that of raw material prices, putting pressure on Industry profits. The company incurred a total loss of 2.535 billion yuan in the first three quarters of 2024. Industry profit is a key factor in reversing the company's performance, and it is believed that profits in the Industry are expected to improve in 2025-2026, with a focus on the implementation of policies on both the supply and demand sides domestically. The firm maintains a "Hold" rating for the company.

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