High profit of steel is expected to continue to underestimate the value, and blue chip stocks are favored.
high profit of steel is expected to continue to underestimate the value, and blue chip stocks are favored.
China Construction machinery information
recently, the two sessions of the National People's Congress and the National People's Congress were grandly opened, and China's manufacturing industry, as the foundation of building a country, the instrument of rejuvenating the country, and the foundation of strengthening the country, has always been a hot topic of discussion at the Congress
according to the China Securities comprehensive report, yesterday, the National Bureau of statistics released data showing that the ex factory price of ferrous metal smelting and rolling processing industry increased by 11.5% year-on-year in February, which shows that the prosperity of the steel industry continues to pick up
in the 2018 government work report, it is proposed to further promote the supply side structural reform, reduce the steel production capacity by about 30million tons this year, and withdraw the capacity reduction target of about 150million tons of coal production capacity. This will further improve the fundamentals of the steel industry and further improve the operating performance of Listed Companies in the steel industry
combing the recent research reports of securities companies, it is found that many securities companies such as Tianfeng securities, GF Securities and Guohai Securities are optimistic about the sustainability of high profits in the steel sector in 2018 and the aftermarket opportunities of the sector. GF Securities said that stabilizing demand and preventing risks, further reducing 30million tons of crude steel production capacity, coupled with environmental protection and continuous high pressure, has led to the continuous contraction of the industry's supply side, and is optimistic about investment opportunities in the steel industry
Tianfeng securities approved the implementation plan for the development of bio based materials industry in Tianjin, Shenzhen, Wuhan and Changchun, and pointed out that the steel industry will show a tight supply situation in 2018: on the one hand, the "de capacity" of the supply side will continue to be promoted to prevent the resurgence of ground bar steel, and the output is expected to decline; On the other hand, demand will develop steadily, and the apparent consumption will maintain a stable rise. In the constantly improving industry supply and demand environment, it is expected that the spot price of steel will also show a fluctuating upward trend, so as to further improve the operating efficiency of steel enterprises and the benign development of the steel industry
Guohai Securities also said that the steel industry is still in a tight balance between supply and demand in 2018, and it is expected that steel prices will remain high, and high corporate profits are expected to continue
it is worth noting that as of yesterday, 13 of the 33 steel companies have disclosed their 2017 annual reports or performance bulletins, of which 12 have achieved year-on-year growth. Among the 18 companies that have disclosed the forecast of 2017 annual report, 16 companies are expecting
Zheshang securities suggests to focus on the underlying stocks with strong profitability, excellent cost control and undervalued value, including 7 stocks such as Baosteel, Fangda special steel, Shaogang Songshan, Nangang, Xingang, Liugang and Hegang
deputy to the 13th National People's Congress and chairman of Guangxi Liugong Group Co., Ltd. has constantly innovated the mode of project cooperation + academic cooperation. Guang'an accepted the interview of the people.
as a deputy to the 13th National People's Congress, the chairman of Guangxi Liugong Group Co., Ltd. then moved the focus to other positions that need to be amended. Zeng Guangan, the chairman of the 13th National People's Congress, accepted the interview of the people and shared the current situation and development ideas of the manufacturing industry of the real economy
how to improve the international competitiveness of manufacturing? How to promote the development of craftsmen and stimulate the growth of skilled talents? Zeng Guangan, chairman of Liugong, spoke loudly and offered suggestions. Further promote the transformation and upgrading of manufacturing industry to intelligent manufacturing, and help China's manufacturing industry move steadily towards high-quality development
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