精选十码期期准

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大中型钢企钢材库存环比继续增加螺纹钢仍维持弱势

来源:wo-ban.com 时间:2012/8/27 10:40:23 浏览:

信息摘要:对于政府对产能取舍的判断,我们更加倾向于保留国有产能。当然这只是对未来中长期的猜测,因此需要密切关注政策变化走向,一旦发生成本线倒置性机会,国有上市钢企将获得利润增长。

精选十码期期准  “GANGTIEQIYEJINGJIXIAOYITONGBIDAFUXIAHUA”

  JUQUXIULIJIESHAO,SHANGBANNIANGANGTIEXINGYEDEYUNXINGZHUYAOCHENGXIANCHURUXIATEDIAN:

  SHENGCHANZENGSUMINGXIANHUILUO,DANRICHANSHUIPINGCHUANGXINGAO。SHANGBANNIAN,WOGUOCUGANG、SHENGTIEHEGANGCAICHANLIANGZENGSUFENBIEWEI1.8%、2.9%HE6.1%,JIAOQUNIANTONGQIFENBIEXIAJIANG7.8、5.5HE6.7GEBAIFENDIAN;QUANGUOPINGJUNRICHANCUGANG196.26WANDUN,QIZHONG4YUEFENRICHANCUGANGDADAO201.9WANDUN,CHUANGLISHI****SHUIPING。WOGUOCUGANGCHANLIANGZHANQUANQIUCHANLIANGDEBILIDADAO46.6%,BISHANGNIANTONGQITIGAO0.5GEBAIFENDIAN。

  市场需求结构变化,厚壁方管品种差异较大。今年以来,我国经济虽继续保持增长态势,但增幅明显下降,国内市场需求增长呈回落走势。1月——6月份,国内累计粗钢表观消费量为33580万吨,同比仅增长0.63%,6月份出现负增长。主要用钢行业除包装专用设备、金属冶炼设备、****拖拉机、发动机、汽车外,其他产品生产增速均较去年同期明显回落。从品种上看,长材需求仍相对好于板材,长材产量比重为46.08%,上升1.17个百分点;而板带材比重为43.97%,下降1.4个百分点。由于汽车、造船、铁路等行业增速放缓,中厚板、重轨等品种产量出现大幅下降。wo-ban.com

厚壁方管

 

  DUIYUZHENGFUDUICHANNENGQUSHEDEPANDUAN,WOMENGENGJIAQINGXIANGYUBAOLIUGUOYOUCHANNENG。DANGRANZHEIZHISHIDUIWEILAIZHONGZHANGQIDECAICE,YINCIXUYAOMIQIEGUANZHUZHENGCEBIANHUAZOUXIANG,YIDANFASHENGCHENGBENXIANDAOZHIXINGJIHUI,GUOYOUSHANGSHIGANGQIJIANGHUODELIRUNZENGZHANG。ZAIZHENGCEBOYIBIANHUAZHONG,CHUNJIANGSHUINUANYAXIANZHI,XINGYENEILONGTOUQIYEJIANGSHOUXIANHUODENUANFENGJUANGU,RUBAOGANGGUFEN(600019)DENG。DANGRANZHEIYANGDEBIANHUABINGFEICHAOXIZHIJIAN,TIZHIXINGZHUANHUANSHIDEGAOCHENGBENQUYUNEIQIYEDUANQINEIHUODEGAILIANGJIHUI,ZAIGAOCHENGBENQUJIANXIANGDICHENGBENQUJIANZHUANHUAZHONG,GUANZHUFANGDATEGANG(600507)、LINGGANGGUFEN(600231)DENG。

  DONGYAQIHUO:JIBENMIANSHANGZHONGGANGXIEGONGBU****SHUJU,6YUEZHONGXUNZHONGDIANDAZHONGXINGQIYECUGANGRIJUNCHANLIANGWEI165.5WANDUN,XUNHUANBIXIAJIANG1.74%,YUGUQUANGUO197.05WANDUN,HUANBIJIXUXIAJIANG1.45%,JINGUANLIANXUXIAJIANG,DANCHANLIANGRENGWEICHIZAIGAOWEI,MUQIANZHONGXUNDAZHONGXINGGANGQIGANGCAIKUCUNHUANBIJIXUZENGJIA,TONGSHISHEHUIKUCUNYEYIRANCHUYUGAOWEI,YINCIGONGYINGBINGWEICHUXIANHENHAODEHUANJIE,ERXUQIUDIMIDEZHUANGTAIBINGWEIGAIBIAN,YINCILUOWENGANGDUANQIRENGBULEGUAN,CONGTUXINGSHANGKAN,LUOWENGANGRENGWEICHIRUOSHI,JIAGERENGYAZHIZAIJUNXIANXIAFANG,JINGUANPANZHONGSHOUXIAOXIDECIJIHUISHENG,DANBUNENGGAIBIANYUANBENDERUOSHIGEJU,YINCIDUANQIGANGJIARENGWEICHIKONGTOUSILUBUBIAN。

  ZHONGGUOGANGCAIWANGGUANDIAN:GUONEIGANGCAISHICHANGHEGUONEIGUSHIYIYANG,XIONGSHIBUYANDI。JINGUAN****DUOBUMENCHUTAIBUSHAOCIJIZHENGCE,DANSHI,GUSHIHEGANGSHIJUNMEIYOUSHENMEFANYING。ZHISUOYICHUXIANZHEIZHONGQINGKUANG,BIZHERENWEI,YIFANGMIANSHIZHENGCEHAIBUGOUJILI,DAOZHISHICHANGXINXINBUZU;LINGYIFANGMIAN,SHIGUSHIHEGANGCAISHICHANG“JIUBINGCHANSHEN”,SHICHANGDUILIHAOCHANSHENGLE“MIANYILI”。