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行业目前处于盈利底部,钢价上涨是大概率事件,而上涨的幅度最终由市场需求决定,我们坚持春节前后是配置钢铁板块重要时点的判断。
The industry is currently at the bottom of profitability. Steel price rise is a big probability event, and the rate of increase is ultimately determined by market demand. We insist that the determination of important time points for the allocation of steel plates before and after the Spring Festival.