文档介绍：内容目录板块及个股表现 .-5-钢铁板块小幅下跌.......................................................................................-5-个股涨跌互现...............................................................................................-5-钢价分析..............................................................................................................-6-钢价先抑后扬...............................................................................................-6-原材料价格继续强势....................................................................................-9-供需分析............................................................................................................-10-关注限产持续性.........................................................................................-10-需求平稳释放.............................................................................................-12-内需:地产高韧性、基建回落...................................................................-13-外需:出口大幅下滑..................................................................................-14-产能利用率短期或回升..............................................................................-15-库存分析............................................................................................................-15-钢贸商库存................................................................................................-15-铁矿石库存................................................................................................-16-行业盈利............................................................................................................-16-行业盈利下滑.............................................................................................-16-估值比较............................................................................................................-18-投资建议............................................................................................................-19-风险提示..............................................................................................