钢铁业

Lex_Thou shall not steel
Lex专栏:钢铁板块仍不够“坚硬”


多数钢铁企业都报告业绩增长,但这更多与成本削减和季节因素有关。在产能过剩依然严重的情况下,钢材价格的涨势恐怕难以为继,钢铁股回暖也只会是昙花一现。

If the health of a nation’s steel industry is a test of economic wellbeing, investors have more than minute gains in European output numbers to feel optimistic about. Most steelmakers, from Tata Steel to ArcelorMittal, posted better results in their most recent quarter. However, this was more to do with cost-cutting and seasonal trends than a sign that the world’s steel industry is back to fighting strength.

如果说一个国家的钢铁行业形势可以作为判断该国manbetx20客户端下载 运行状况的依据,那么,欧洲manbetx20客户端下载 产出数据的小幅增长还不足成为投资者乐观的理由。大多数钢铁生产商——从塔塔钢铁(Tata Steel)到安赛乐米塔尔(ArcelorMittal)——的最新季报都好于上年同期,但这更多与成本削减和季节性趋势相关,并非世界钢铁行业重新获得了战斗力。

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