中金：产量调控改善行业格局重申看好钢铁板块行情

智通财经2025-03-07

智通财经APP获悉，中金发布研报称，近日，国家发改委官方公众号推送《2025 年中国经济和社会发展“任务清单”》，其中将“持续实施粗钢产量调控，推动钢铁产业减量重组”列为推动传统产业改造提升的任务之一，提法为2021年行业进入下行周期后首次。类比21年产量调控，25年减产力度可能超过，但需求不及21年。长板综合，具备较强业绩弹性的钢企，重点推荐马鞍山钢铁股份(00323)，建议关注新钢股份(...

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中金：产量调控改善行业格局 重申看好钢铁板块行情

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中金：产量调控改善行业格局重申看好钢铁板块行情