中金：钢铁行业盈利处于底部区域板块估值与盈利逐步修复有所支撑

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智通财经APP获悉，中金发布研报称，钢铁板块估值已回底部区间，无需过度悲观。受原料通胀及内需疲软拖累，行业盈利处于底部区域，但展望未来，该行认为成本压力的缓释与反内卷政策的落地有望支撑板块估值与盈利逐步修复，建议关注普钢板块华菱钢铁(000932.SZ)，特钢板块天工国际(00826)。该行维持覆盖公司盈利预测、目标价和评级不变。中金主要观点如下：行业近况欧洲议会与欧盟理事会达成政治协议，协议内容...

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中金：钢铁行业盈利处于底部区域 板块估值与盈利逐步修复有所支撑

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中金：钢铁行业盈利处于底部区域板块估值与盈利逐步修复有所支撑