【金牌纪要库】相比光伏行业，“反内卷”对钢铁行业的短期提振更直接，Ta产能利用率长期超过90%，行业减产有望推动其单吨毛利回升

Group 1 - The core viewpoint of the article highlights that the "anti-involution" trend is expected to provide a more direct short-term boost to the steel industry compared to the photovoltaic sector, with a specific steel company maintaining a capacity utilization rate consistently above 90%, and industry production cuts likely to significantly increase its per-ton gross profit [1] - Cement companies, particularly in South China and East China, are poised to benefit from the "anti-involution" trend due to their shorter transportation radius and higher regional concentration, with leading cement firms already initiating price increases [1] - The article notes that the profit situation for companies in the steel, photovoltaic, and cement industries is generally poor as half-year reports begin to be disclosed, indicating that the performance of these companies may face further pressure [1]