研报掘金丨国盛证券：予中信特钢“增持”评级，特钢产业中长期前景向好

格隆汇08-21

国盛证券研报指出，中信特钢业绩同比增长，特钢产业中长期前景向好。公司上半年实现归属于上市公司股东的净利润为29.9亿元，同比增长6.85%。随着钢铁产业进入成熟期，优质细分赛道增长动能不断释放，能源电力、核能、风电等新兴产业及高端装备领域需求维持较高景气水平，市场规模稳步扩张，有力带动行业高端特钢、专用特种材料需求增长，传统装备制造等领域需求逐步企稳修复，呈现渐进复苏、持续回暖态势，随着中国制造业...

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