论文部分内容阅读
在通胀压力加大、调控预期强烈的背景下,有色、煤炭等板块可能受到压制,但原料价格抑制对钢铁行业的基本面有利。在此特殊环境下,谁来引导大盘上行,钢铁股可能是更好的选择。钢价内外双“飞”2011年新年的第一个月,钢铁行业就迎来国内外钢价同步大幅上涨的行情。国内钢价方面,受矿价上涨推动,钢价在1月份延续去年四季度
Against the backdrop of intensified inflationary pressures and strong regulatory expectations, nonferrous metals and coal may be suppressed. However, the suppression of raw material prices is beneficial to the fundamentals of the steel industry. In this special environment, who will guide the broader market upward, steel stocks may be a better choice. Steel prices inside and outside the double “Fly ” The first month of 2011 New Year, the steel industry usher in the sharp rise in steel prices both at home and abroad. In terms of domestic steel prices, driven by the rising ore prices, steel prices continued in the fourth quarter of last year in January