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预计短期内市场或主稳运行

文章出处:http://robytone.com 发表时间:2016/6/13 10:29:37 点击:9

  当前35crmo无缝管市场基调依然由改革乐观预期驱动,基本面阶段性波动于投资无意,符合经济结构调整方向的变革题材依然是未来一段时间的主方向。新政的出台,提振了市场信心,并对中长期需求带来利好。同时,相对于平淡的内需,无缝管行业外需表现抢眼,弥补国内终端需求疲弱的缺口。

  35crmoWUFENGGUANXINGYEGONGXUYALIZHENGZAIHUANJIE,JIASHANGQIANQIYIXILIELIHAOXIAOXIDIEJIA,GANGCAISHICHANGYINGLAIJIUWEIDEFANDANXINGQING。BUGUO,KAOLVDAOJINKOUKUANGGONGJIYALIRENGDA,TIEKUANGSHISHICHANGXINGSHIYAORUOYUSHICHANG,WUFENGGUANQIYESHIFOUHUIJIADAKUANGSHICAIGOUSHANGDAIGUANCHA。TONGYANGFANYINGWANGJIXUQIUBINGWEIYOUSHIZHITISHENG。RENGRANCHUYUKUOZHANGQUJIAN,JINNIANYILAIWOGUOGANGCAICHUKOUTONGBIDAFUSHANGSHENG,WOMENYUJICHUKOUBIAOXIANJIANGCHIXU。

  政策有望短期改善市场情绪,刺激需求企稳反弹,配合钢厂减产,产量下滑,35crmo无缝管价格有望企稳反弹。我们的长期推荐逻辑依然未变,看好行业的长期复苏。从历史数据看,只能算是合理调节,并没有特别抢眼的表现。也就是说,供需基本面未出现明显改善。故小编以为,即便借助于期钢炒涨的势头,现货无缝管价格能获得暂时的反弹,但想要持续、大幅拉涨难度依然很大。35CRMO无缝钢管.jpg

  DANGQIAN35crmoWUFENGGUANSHICHANGYIJINGBUDANCHUNSHISHOUJIADIDEWENTI,ERSHIHETONGZUZHI、XIAYOUXUQIUWENTI。DUIGANGTIEQIYELAISHUO,BIKUISUNGENGYANZHONGDESHIXIAOSHOUMEIYOUQUDAO、XIAYOUMEIYOUKEHU、XIANJINLIUTINGZHI。ERRUJIN,WUFENGGUANXINGYEJIUSHICHUYUZHEIYANGLINGRENKANYOUDEGAOWEIQIZHONGBUKEZIBA。BUJINMEIYOUJIGANGTIEQIYEDAILAIHAOCHU,FANERLADONGGANGTIEJIAGEXIAHUA,ZAOCHENGZIJINGUIMODAFUDUXIAJIANG,JINYIBUJIAJUZIJINLIULIANGJIANSHAO。CONGYUANCAILIAODAOZIJIN,KUNRAO35crmoWUFENGGUANXINGYEDEYINSUWUFEIJIUSHIZHEIJIDIAN,DANSHIMOHELEZHEIMEDUONIAN,QUEYIDIANDOUMEIYOUHAOZHUAN,SHENERYUYANYULIE。