中信建投：下半年钢厂利润有望在需求改善和成本下移双重利好驱动下有所回升

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e公司讯，中信建投证券钢铁行业2024年下半年投资策略指出，1. 当前钢铁产业聚焦的方向主要有三点：（1）继续实施粗钢产量调控。（2）大力发展高性能特种钢等高端钢铁产品，推进废钢循环利用，支持发展电炉短流程炼钢。（3）加快钢铁行业节能降碳改造及氢冶金等低碳冶炼技术示范应用。限产是遏制铁矿石价格，提高行业利润的有效方式。2. 今年以来，汽车、造船、家电、能源维持去年的高增长态势，直接、间接出口解决了...

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