上海11选5走势图

XINWENDONGTAI



国内粗钢产量下降明显

    GUONEICUGANGCHANLIANGXIAJIANGMINGXIAN。QUANGUOCUGANGRIJUNCHANLIANG190.53WANDUN,HUANBI8YUEZHONGXUN194.68WANDUNXIAJIANG0.49WANDUNHUO0.25%,BI2010NIANPINGJUNSHUIPING168.72WANDUNGAOCHU12.93%;GANGCAIRIJUNCHANLIANG260.91WANDUN,HUANBI8YUEZHONGXUN242.15WANDUNGAO15.08WANDUNHUO6.13%,BI2010NIANPINGJUNSHUIPING216.11WANDUNGAOCHU20.73%;BENXUNXIAOLIANGHUANBISHANGSHENG。76JIAZHONGDIANGANGTIEQIYEGANGCAIRIJUNXIAOLIANG153.08WANDUN,HUANBI8YUEZHONGXUN121.28WANDUNSHANGSHENG31.80WANDUNHUO26.22%,BI2010NIANPINGJUNSHUIPING115.52WANDUNGAO32.51%。

  DAXINGGANGTIEQIYEKUCUNXIAJIANG。76JIAZHONGDIANGANGTIEQIYEGANGCAIKUCUN853WANDUN,HUANBI8YUEZHONGXUN895WANDUNXIAJIANG4.70%,XUNMOKUCUNLIANGXIANGDANGYURICHANLIANG5.22TIAN,HUANBI8YUEZHONGXUN5.81TIANJIANSHAO0.59TIAN,BI2010NIANPINGJUNZHI6.28TIANSHAO1.06TIAN,XUNMOKUCUNLIANGXIANGDANGYURIXIAOSHOULIANG5.57TIAN,HUANBI8YUEZHONGXUN7.38TIANSHAO1.59TIAN,BI2010NIANPINGJUNZHI7.44TIANSHAO1.87TIAN。

  GANGJIAHUANBIXIADIE。76JIAZHONGDIANQIYEGANGCAIXUNJUNSHOUJIA5059YUAN/DUN,HUANBI8YUEZHONGXUN5120YUAN/DUNXIADIE61YUAN,BI2010NIANJUNJIA4481YUAN/DUNGAO12.90%。

  股票分析策略:分品种来看,八月长材产量2185万吨环比七月2156万吨上升29万吨或1.35%;增速明显放缓,反映出在高温及雨水交替天气下,建筑开工受影响明显,需求趋弱,这与建筑用钢整体社会库存八月稳中有升的情况是相符合;板材月度产量2539万吨,环比七月上升1.8%;八月PMI指数环比7月上升0.2pct至50.9,反映出制造业降速放缓,但短期内仍不能乐观,7月汽车产量与3月的年内高点182万辆相比,已下降30%;从库存来看,库存压力较小,低库存继续对钢价形成支撑。尽管宏观面不确定性较大对钢价影响频繁,但我们认为钢价短期内上下窄幅波动的情况一时难以改变。我们维持对钢铁行业推荐的投资评级。铁矿资源、长材、区域及重组将是主题,最看好安泰科技(000969)、三钢闽光(002110)、沙钢股份(002075)、攀钢钒钛(000629)、八一、新兴铸管(000778)、大冶特钢(000708)。


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