中金：当前时点行业具备较高安全边际 24Q2看好钢铁制造核心资产估值修复

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智通财经APP获悉，中金发布研报称，目前制造业景气前瞻指标出现改善，往前看，需求预期有望修复，且短期难证伪，被低估的制造业龙头钢企或将迎来盈利与估值的逐步修复，超额收益可期。标的方面，建议关注三条主线：1)底部布局被低估的钢铁“核心资产”，重点推荐宝钢股份，建议关注南钢股份(600282.SH)、华菱钢铁(000932.SZ)。2)特钢新材料龙头企业，重点推荐具备高成长性的全球工模具钢龙头天工国际...

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