钢铁行业11月8日全国人大常委会会议点评政策促进内需，钢铁板块有望受益

Investment Rating - The report provides a positive investment outlook for the steel sector, indicating a potential recovery in demand due to policy support and consumption boost [3]. Core Insights - The issuance of long-term special government bonds and large-scale equipment renewal policies are expected to stimulate steel demand gradually [3]. - The elimination of outdated steel production capacity is promoting supply-side reforms, which will benefit leading steel enterprises in terms of revenue scale and cost control [3]. Summary by Sections - Policy Impact: The report highlights that recent government policies are aimed at enhancing domestic demand, which is likely to benefit the steel sector [3]. - Market Dynamics: It notes that the recovery in steel demand is anticipated as a result of increased consumption and the clearing of inefficient production capacity [3]. - Company Performance: Leading steel companies are expected to perform better due to improved revenue and cost management strategies [3].