文档介绍：内容目录板块及个股表现 .-6-钢铁板块上涨...............................................................................................-6-个股多数上涨...............................................................................................-6-钢价分析..............................................................................................................-7-钢价窄幅震荡...............................................................................................-7-原材料价格表现强势..................................................................................-10-供需分析............................................................................................................-11-更多关注环保落地情况..............................................................................-11-需求维持平稳.............................................................................................-12-内需:地产持续韧性、基建底部回升........................................................-13-外需:出口环比小幅抬升..........................................................................-15-产能利用率短期偏高运行..........................................................................-15-库存分析............................................................................................................-16-钢贸商库存................................................................................................-16-钢厂库存....................................................................................................-16-铁矿石与废钢库存.....................................................................................-17-焦炭焦煤库存.............................................................................................-17-行业盈利............................................................................................................-18-行业盈利下滑.............................................................................................-18-估值比较............................................................................................................-20-投资建议...........................