<h2 class="newsinfo_title">钢铁下游市场需求难振</h2> <p class="divH10"></p> <div class="divH20"> <ul class="newsinfo_tips fl"> <li>2012-9-21 9:01:49</li> <li>来源:证券日报</li> <li>作者:</li> </ul> <!--ul class="newsinfo_tips fr"> <li>字号:</li> <li><span class="pt5"><img src="/ContentImage/ReleFiles/2011/20111213/images/btn_05.jpg" /></span></li> <li><span class="pt5"><img src="/ContentImage/ReleFiles/2011/20111213/images/btn_06.jpg" /></span></li> </ul--> </div> <div class="divH10"></div> <div class="divH25"> <ul class="newsinfo_tips02 fl cGray01"> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_01.gif" /></span><a href="#">投稿</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_02.gif" /></span><a href="#">打印</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_03.gif" /></span><a href="#">收藏</a></li> <!-- Baidu Button BEGIN --> <div id="bdshare" class="bdshare_t bds_tools get-codes-bdshare"> <span class="bds_more">分享到:</span> <a class="bds_qzone"></a> <a class="bds_tsina"></a> <a class="bds_tqq"></a> <a class="bds_renren"></a> </div> <script type="text/javascript" id="bdshare_js" data="type=tools&uid=684790" ></script> <script type="text/javascript" id="bdshell_js"></script> <script type="text/javascript"> document.getElementById("bdshell_js").src = "http://bdimg.share.baidu.com/static/js/shell_v2.js?cdnversion=" + new Date().getHours(); </script> <!-- Baidu Button END --> </ul> </div> <div class="divH20"></div> <div class="newsinfo_introduceBox"> <table cellpadding="0" cellspacing="0" class="newsinfo_introduce"> <tr> <td> <table cellpadding="0" cellspacing="0" class="newsinfo_introduce_tab"> <tr> <td width="25" align="center"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_09.gif" /></td> <td width="60"><b>导读:</b></td> <td>钢材价格在经历了三个多月的连续下跌后,受QE3影响以及“金九银十”的预期,在近期有反弹迹象,但通过需求数据观察,真实需求停滞的情况并未明显改变。</td> </tr> <tr> <td width="25" align="center"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_11.gif" /></td> <td width="60"><b>关键字:</b></td> <td>钢材价格 QE3</td> </tr> </table> </td> </tr> </table> </div> <div class="divH20"></div> <div class="over_x"><p><strong>钢材价格</strong>在经历了三个多月的连续下跌后,受<strong>QE3</strong>影响以及“金九银十”的预期,在近期有反弹迹象,但通过需求数据观察,真实需求停滞的情况并未明显改变。宝钢、武钢本月价格政策为平盘,除部分冷轧品种有所调整外所有钢材价格维持不变。其中宝钢结束了连续三个月的下调政策,武钢同样结束了连续四个月的下调政策,但是鞍钢仍然谨慎地小幅下调了部分品种的价格,下调幅度较上个月有所收窄。</p> <p>申银万国维持行业“中性”评级,谨慎配置钢铁板块。QE3的推出明显提振了大宗商品价格,钢材价格与矿石价格也大幅反弹;但是,需求进入旺季仍然未见起色,同时流通环节贸易商因需求不振、资金紧张,去库存仍在继续;下游需求不振仍然是目前主旋律。建议关注估值较低的低风险品种:宝钢股份。</p> <p>(关键词:钢材价格 QES)</p> </div> <div class="divH20"></div> <div class="pT25 t-r f14 cGray01">(责任编辑:00905)</div> <div class="divH20"></div>