鋼鐵業旺季將至 機構:悲觀情緒有望修復
在剛剛過去的8月鋼鐵業淡季,鋼鐵行業指數跌幅為5.7%。隨着9月旺季的到來,國海證券認為,各地推出下半年開工計劃,加之國慶70週年大慶的到來將加快9月份趕工,終端需求放量,利好市場鋼材交易,鋼材市場有望得到大幅度反彈,鋼鐵行業基本面走高,短期內提振鋼鐵股估值,悲觀情緒有望修復,維持行業“推薦”評級。可繼續關注三鋼閩光、方大特鋼、華菱鋼鐵等,另外也可關注特鋼相關品種。
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