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太平洋钢铁日报:唐山钢铁企业实现绿色工厂全覆盖
Tai Ping Yang·2025-03-20 13:25

Investment Rating - The steel industry is rated as Neutral, indicating that the expected overall return in the next six months will be between -5% and 5% relative to the CSI 300 index [12]. Core Insights - The steel industry has seen a general decline in stock performance, with the Shanghai Composite Index down by 0.10% and the Shenzhen Component Index down by 0.32% on March 19, 2025 [2]. - The report highlights that Tangshan's steel enterprises have achieved full coverage of green factories at the provincial level, marking a significant step towards green manufacturing [5]. - The report notes that the digitalization of the coal-steel-coke industry chain continues to upgrade, which may present future investment opportunities [2]. Market Performance - The top three gainers in the steel sector include Yongjin Co., Ltd. (+2.95%), Huada New Materials (+2.71%), and CITIC Special Steel (+1.95%) [3]. - The top three decliners are Honghai Technology (-14.01%), Shibibai (-12.45%), and Guisheng Co., Ltd. (-3.49%) [3]. Industry Data - Futures prices show a decline across various products: rebar down by 1.19%, wire rod down by 0.68%, hot-rolled coil down by 0.74%, iron ore down by 2.12%, coke down by 2.68%, and coking coal down by 2.98% [4]. - Current prices for steel products are as follows: iron ore at 744.17 CNY/ton, wire rod at 3388.29 CNY/ton, hot-rolled coil at 3360.91 CNY/ton, rebar at 3188.01 CNY/ton, coke at 1577.28 CNY/ton, and coking coal at 1041.63 CNY/ton [4].