花旗：中国材料_重新评估 3 个短期观点，铝和锂类股仍受青睐，对钢铁类股不再那么乐观
2025-07-01 00:40
Flash | 26 Jun 2025 04:50:43 ET │ 16 pages China Materials Re-assessing 3 near-term calls, Aluminum & Lithium Names Still Preferred, Less Bullish on Steel Names CITI'S TAKE We are calling for steel supply reform, near-term lithium price bottom, and potential corporate actions from aluminum names within China Materials. Lithium and aluminum names have performed quite well, whilst steel names lagged. It is time for a re-assessment. Our key understandings: (1) Steel – NBS dataset was relatively discouraging vs ...