推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 國(guó)金證券報(bào)告指出，降準(zhǔn)有助于鋼鐵需求回升以及鋼鐵盈利恢復(fù)，鋼鐵股股價(jià)大概率受到催化。
鋼價(jià)層面：國(guó)金證券判斷底部基本形成，降準(zhǔn)助力其反彈。具體即緩解產(chǎn)業(yè)鏈資金緊張局面，利好開春后下游工地、制造業(yè)開工及補(bǔ)庫(kù)存，為流通領(lǐng)域的中間需求提供支撐。
看好3-4月份鋼價(jià)及盈利回升：鋼價(jià)彈性較大，原因來自需求季節(jié)性回升、出口恢復(fù)(近期跌價(jià)導(dǎo)致國(guó)內(nèi)外價(jià)差拉大)、產(chǎn)業(yè)鏈低庫(kù)存(鋼廠減產(chǎn)進(jìn)一步強(qiáng)化)?？蚣苄苑治黾串a(chǎn)能周期與需求、庫(kù)存周期向上的三重共振。
刺激鋼鐵股上漲：隨著鋼價(jià)上漲及盈利復(fù)蘇確認(rèn)，鋼鐵股大概率受到催化。國(guó)金證券預(yù)計(jì)15年板材噸毛利80-100，對(duì)應(yīng)主流板材股pe5-8倍，空間仍然較大。目前可逐步配置?？春酶邚椥孕落?、華菱及低估值有轉(zhuǎn)型/改革預(yù)期的寶鋼股份。
