Galaxy Securities: Demand for medium and high-end special steel is expected to see rapid growth

On December 25th, Jin Shi Data reported that a research report from Galaxy Securities pointed out that macro policies continue to take effect, which is conducive to enhancing the concentration of the steel industry and improving the long-standing imbalanced supply and demand relationship. Leading companies in the rebar sector are expected to benefit. At the same time, with the transformation and upgrading of the manufacturing industry, the demand for medium and high-end special steel is expected to see rapid growth. It is recommended to pay attention to: leading companies in the rebar sector benefiting from marginal demand improvement due to favorable policy expectations + blue-chip companies in the special steel sector with good fundamentals