Guotai Junan stated that the current steel plate sector is in a low configuration, low expectation and low valuation stage. The improvement of demand expectation and the potential contraction of supply expectation will bring about the bottom of industry profits and the repair of valuation. In the medium and long term, leading steel enterprises will have obvious advantages in low carbon, environmental protection and product structure upgrading. Looking forward to the continuous improvement of industry concentration, the continuous optimization of competition pattern, the increasing stability of profits, and the expected repair of valuation.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.