机构：钢铁行业基本面有望逐步修复

Group 1 - The China Iron and Steel Association emphasizes the need for domestic mining companies to accelerate key iron ore project advancements and achieve high-quality project goals [1] - The association will dynamically update the list of key iron ore projects and conduct research to understand the real situation of these projects, while also enhancing resource security capabilities in the steel industry [1] - Guotai Junan Securities forecasts that steel demand is expected to stabilize, with supply remaining constrained, as the negative impact of real estate on steel demand diminishes and demand from infrastructure and manufacturing is anticipated to grow steadily [1] Group 2 - Cinda Securities acknowledges that despite the current supply-demand contradictions and declining industry profits, steel demand is expected to remain stable or slightly increase due to supportive policies and steady growth in real estate, infrastructure investment, and manufacturing [2] - The overall supply-demand situation in the steel industry is expected to remain stable, with tightening supply and increasing industry concentration [2] - The future steel industry landscape is projected to improve, with structural investment opportunities available, particularly for high-margin special steel companies and leading steel enterprises with strong cost control and scale effects [2]