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Huabao Securities: The overall steel inventory removal process in April accelerated downstream demand or was supported by policies
As the release of steel mill supply gradually progressed in April, compounded by national policies to stimulate downstream demand, the overall rate of steel de-stocking accelerated in April. The improvement in profits of steel companies stimulates the enthusiasm of steel mills to produce, and it is expected that the capacity utilization rate of steel mills will continue to grow in May.
Haitong International: The PB valuation is already at the bottom of the 24Q1 domestic crude steel consumption decline sector
Judging from the PB trend in the steel sector (Shenwan) over the past 24 years, the PB valuation of the steel sector is currently in the bottom region; in global comparison, the PB valuation of A-share steel companies is in the middle. The more expensive ones are the US and Taiwan, and the valuations of European and Russian steel companies are significantly lower.
China Steel Association: In April, China's crude steel production of 85.94 million tons fell 7.2% year on year
According to the China Iron and Steel Association, data released by the National Bureau of Statistics shows that in April, crude steel production was 85.94 million tons, a year-on-year decrease of 7.2%.
China Mining Association: The cumulative production of 336.026 million tons of steel in the first quarter increased 4.4% year-on-year
On April 30, the China Mining Association announced the economic performance of the metallurgical mining industry for March 2024.
奧威控股:年報2023
World Steel Association: In January 2024, global crude steel production was 161.2 million tons, down 4.3% year on year
On April 23, the World Steel Association announced the global crude steel production volume for March 2024.
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