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进入2004年,钢铁价格高位继续上扬,钢材市场产销两旺,整个行业良好的运行态势超出了预期。从中长期来看,此轮钢铁行业的景气将维持相当长的一段时间,预计在2005年下半年才可能出现回调。从运行趋势来看,主要上市公司2004年盈利仍然会保持快速增长。重点上市公司中,具有资源和综合竞争优势的宝钢、鞍钢新轧可中长期持有;同时生产中厚板和建材的南钢股份、韶钢松山和酒钢宏兴等在近期受益最大,可积极增持。
Into 2004, the high steel prices continue to rise, steel production and sales booming market, the industry’s good operating situation exceeded expectations. In the medium to long term, this round of steel industry’s economy will remain relatively long period of time, and it is expected that the callback may not occur until the second half of 2005. From the running trend, the major listed companies in 2004 will still maintain rapid growth in profitability. Among key listed companies, Baosteel and Anshan New Rolling Co., Ltd., with resources and comprehensive competitive advantages, may hold in medium and long term; Nansteel, Shaogang Steel, Songshan and Jiugang Hongxing, which manufacture both plate and building materials, will benefit most in the short term Positive holdings.