Publicado: Feb 2, 2024 18:33
SMM Hotspot Analysis: Nearly 30 listed steel companies have released their annual reports - this company has made a strong comeback! In 2023, the first year after the end of the three-year pandemic prevention and control, domestic cyclic and contradictory factors are superimposed, and the macro policy control is strengthened, with trillions of national debt issuance, two rounds of reserve requirement ratio cuts, interest rate cuts... China's economy is experiencing "wave-like development, tortuous progress"; there are increasing disturbances in the international environment, and geopolitical volatility is intensifying, with the Russia-Ukraine conflict, and the Federal Reserve's interest rate hikes... The impact of de-globalization on the global supply chain is transmitted from both supply and demand sides...

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SMM Hotspot Analysis: Nearly 30 listed steel companies have released t - Shanghai Metals Market (SMM)