As raw material rise in price, second half of the year begins, the development of our country steely industry can side with high additional cost to just go ahead, the yield with additional low cost can will be washed out.
7.18 yuan, 8.09 yuan, 4.2 yuan. This is treasure steel share respectively (600019, ) , Wu Gang share (600005, ) with Han Dan iron and steel (600001, ) the lowermost share price August 5. They are achieved respectively since this year the nadir of share price, the stock is behaved than going up card put together points to drop of 2566.53 " policy end " when even poor.
The stock performance of Han Dan iron and steel is more poor, had dropped on August 4 the net assets that defeated it 4.38 yuan, continued to drop on August 5, become nearly one year to come to a home drop the iron and steel of broken net assets. Other and steely enterprise, be like too steel does not become rusty (000825, ) , Anyang is steely (600569, ) , this armor plate material (000761, ) , Shao Gangsong hill (000717, ) wait, circumstance it may not be a bad idea not how many.
Panic increases pressure of be issued to lower levels
Be what was brought about once the iron and steel with infinite scene dejected nowadays?
"Global economy depression is main reason. " a personage inside course of study expresses, because global economy is immersed in development dilemma, the market puts delay to steely demand, it is steely rise lack of power, drop very fast essential place. In addition, as a result of price of steely raw material rise, if cooking coal and iron ore rise in price,extent comparatives big, bring about company cost to increase, profit decreases.
Panicky sentiment spreads also is a main reason undoubtedly. "Investor follows suit undersell aggravate steely drop. " this personage expresses. The report said a few days ago, include company of a few fund inside because financial orgnaization fears market cycle is right the influence of the industry, ceaseless undersell is steely kind of stock, caused the market then to iron and steel collective follows suit undersell behavior.
Analytic personage says, a lot of investor are anxious now, this year second half of the year, our country rolled steel rises in price the space may be compressed further, steely company profit will decrease greatly accordingly.
This kind guesses be not without any basises.
Before before long, hold in association of Chinese iron and steel industry 2008 on news briefing of the 3rd news, in steel assist standing vice-chairman holds secretary-general Luo Bing concurrently to be born point out, second half of the year, value of home market rolled steel is total will continue to maintain perch to move, but rise the space is compressed apparently, should notice to prevent what cause the price as a result of change of supply demand relations to fluctuate considerably, spend in the four seasons especially.
Second half of the year is inferior to first half of the year
"Overall for, second half of the year is inferior to first half of the year, especially the gain ability of steely enterprise. " in letter negotiable securities (600030, ) steely industry is presiding Zhouxizeng expresses the analyst, as raw material price rise, steely company cost go up considerably raise, and to it opposite is, steely product rises in price very finite however.
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