Orient Securities and Steel industry analyst Xu Wei believes that the recent changes in the steel industry, the biggest factor, that is, the decline in stocks and the impact of Japan's earthquake and disaster, including market substitution, reduced demand for raw materials caused by price cuts, both of which are generally , No obvious bad expectations. In addition, according to Oriental Securities Research learned that the protection of housing construction to accelerate again, this year's actual investment and the amount of work may exceed the previous expectations.
Great Wall Securities recommended benefit from Japan's post-disaster reconstruction of Baosteel, Wuhan Iron and Steel shares and TISCO stainless, ST vanadium titanium and Jiuquan Hongxing can continue to hold. From the valuation point of view, Guoxin Securities that the steel plate is still in the area of ??oversold.
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