中金：低库存叠加政策催化看好26年钢铁行业旺季行情

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智通财经APP获悉，中金发布研报称，韩国对华热轧板卷反倾销案终裁宣布与中方就价格承诺方案达成一致、以价格承诺替代反倾销税，本次以价格承诺替代高额反倾销税，出口企业订单连续性与可预期性增强，约束最低价或将压缩低价抢量空间、改善外销报价秩序，出口“蓄水池”作用有望回归，叠加国内地产政策或将宽松的预期，有望支撑市场情绪、推动行业景气修复。库存上看，冬储偏弱导致库存处于历史低位，若3月复工复产带动成交回暖...

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中金：低库存叠加政策催化 看好26年钢铁行业旺季行情

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中金：低库存叠加政策催化看好26年钢铁行业旺季行情