资源描述
2009 1210 2023 11 29 2024 2023 2024 2023 2024 2024 2023 1-10 6836.60 44.69%2024 2024 2021 2023 93217 GDP 78.42 2024 GDP 5%3918 54%54%2023 2024 2023 S0360522120003 S0360523040003%()54 0.01()9,440.10 1.05()8,331.41 1.20%1M 6M 12M 3.8%-2.3%-6.8%1.8%6.9%-1.8%20231113-20231117 2023-11-19 20231106-20231110 2023-11-12 20231030-20231103 2023-11-05-12%-4%3%11%22/11 23/02 23/04 23/06 23/09 23/112022-11-222023-11-21 300 2024 2009 1210 2023 2023 2024 2024 2023 2024 2024 2022 1 2024 2023 10 24 1 2.7 2024 2023 2023 1-10 735 14.20%2023 2024 2023 2024 0YFUuNqNsRrQsMtQrMoRnM8OdN6MmOpPmOoNkPnMrQlOsQvM8OrQpMNZtPyRwMmNnR 2024 2009 1210 3 2023.6.6 1.6 2.7.8.9 2024.12.12 1.12 2.13 3.15 4.16.19.20 1.20 2.21.22.22.23.23 1.23 2.24.24.25 2024 2009 1210 4 1%.6 2%.6 3 2023.7 4.7 5.7 6.7 7.8 8 2023.8 9.8 10 Mysteel.9 11.9 12 2023/.9 13.9 14.9 15.10 16.10 17.10 18 64.11 19 247.11 20.12 21.12 22.13 23.14 24.14 25.15 26.16 27.16 28.16 29.16 30 FOB/.17 31 Mysteel.17 32 2023.17 33 2023 1-9.18 2024 2009 1210 5 34.18 35.18 36.19 37.20 38.20 39&.20 40 26/45.20 41.21 42.21 43.21 44 247.21 45.22 46.22 47 OPEC.23 48%.24 49.24 2024 2009 1210 6 2023 1 11 17 2209.82 3.33%16 2899.47 2092.88 4125.23-9.13%+1.96%-11.22%1%2%wind wind 2023 3 11.39%A 6.82%3 GDP 7-8 11 17 1.13%A 1.52%0.6%9.41%50 7.14%300 7.84%-9.131.96-11.22-12-10-8-6-4-2024冶钢原料(申万)普钢(申万)特钢(申万)801043.SI 801044.SI 801045.SI 2024 2009 1210 7 3 2023 4 wind wind 5 6 wind wind 2023 11 17 2 39.23%30.85%30.23%26.52%26.38%32.15%24.95%19.27%17.42%16.67%2000.00002100.00002200.00002300.00002400.00002500.00002600.00002700.0000()801040.SI0.00000.20000.40000.60000.80001.00001.20001.40001.60001.80002.0000()801040.SI0.380.40.420.440.460.480.50.52/A 2024 2009 1210 8 7 wind 2023 11 17 11 17 111.58 2.06%-1-3 3-6 6 15 8 2023 9 Mysteel Mysteel 11 17-3.05%-3.20%-3.12%+5.39%-4.04%-40-30-20-1001020304050杭钢股份本钢板材河钢资源南钢股份华菱钢铁翔楼新材久立特材广东明珠金洲管道宝钢股份新兴铸管金岭矿业常宝股份凌钢股份安阳钢铁友发集团沙钢股份中南股份八一钢铁武进不锈*ST 西钢宝地矿业河钢股份鞍钢股份首钢股份三钢闽光马钢股份新钢股份山东钢铁盛德鑫泰方大炭素酒钢宏兴重庆钢铁柳钢股份海南矿业鄂尔多斯太钢不锈大中矿业中信特钢广大特材包钢股份甬金股份方大特钢钒钛股份抚顺特钢 rt_pct_chg_ytd100105110115120125CISA 0200004000060000800001000001200001400001600001800002000007508008509009501000 2024 2009 1210 9 3 10 Mysteel 11 Mysteel Mysteel 12 2023/Mysteel 2023 9/61527.1/227.9 4.8%/1.8%-10%22 7 23 1-7 100%13 14 wind wind 02004006008001000350038004100440047005000-)/Mysteel/-700-500-300-100100300/-20-1001020304050600200004000060000800001000001200002017-022017-062017-102018-022018-062018-102019-022019-062019-102020-022020-062020-102021-022021-062021-102022-022022-062022-102023-022023-06:%-200-1000100200300400-10000000010000000200000003000000040000000500000002017-022017-072017-122018-052018-102019-032019-082020-012020-062020-112021-042021-092022-022022-072022-122023-05:%2024 2009 1210 10 2023 2023 1-8 7.76 7.34%11 17 47 1.2 1871.64 247 9054.1 902.24 1-10 7.45 2.3%15 Mysteel 2023 16 17 Mysteel Mysteel 2023 8 650007000075000800008500090000100105110115120125130135140145150Mysteel 2005 1=100 WSA 6.56.66.76.86.977.17.27.37.460070080090010001100Mysteel/95979910110310510710960070080090010001100Mysteel/1973 3=100 2024 2009 1210 11 18 64 19 247 Mysteel Mysteel 0500100015002000250030003500 64/010203040506070247 2024 2009 1210 12 2024 1 35%-40%2023 1-10 1-10 95921.78 9.30%72799.20 8.8%2023 20 21 wind wind 2023 1-10 107334.98 13.8%2021 2023-50.000.0050.00100.000.0050,000.00100,000.00150,000.00200,000.002021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-022023-042023-062023-082023-10:%:%-50.00-30.00-10.0010.0030.0050.002021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-022023-042023-062023-082023-10:%:%:%2024 2009 1210 13 22 wind 2022 2023 7 24 2023 8 31 9 1 2024 2024 2023 7 21 7 24 10 12 162 2024 2 2023 1-10 5.9%24.80%5.70%-2.2%-40.00-20.000.0020.0040.0060.0080.000.0050,000.00100,000.00150,000.00200,000.00250,000.00:%2024 2009 1210 14 23 wind 2023 10000 5000 5000 1 3.88 4.88 3%3.8%24 wind 2024 1-9 70783 22465 48318 2023 1-9 41089 6491 34598 3.46 3.8 91%-15.00-10.00-5.000.005.0010.0015.0020.0025.0030.00:():%:%:%:%:%0.000.501.001.502.002.503.003.504.002010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023:%2024 2009 1210 15 25 wind 2023 10 24 60%2027 2023 2024 3 2023 2023 1-10 6.2%9 2023 1-10-0.10%12.40%14.10%20.70%1-10 26.70%4.90%2023 1-10 24.60%20.20%46.70%2024 05,00010,00015,00020,00025,0001 月 2 月 3月 4月 5月 6月 7 月 8月 9月 10 月 11月 12月2021 2022 2023 2024 2009 1210 16 26 wind 27 28 wind wind 4 2023 1-10 10 793.9 53.26%1-10 7473.2 32.60%10 66.8 2.8 13.25%1-10 636.60 30.12%1-10 6836.60 44.69%29 wind-20-1001020304050%-200202022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-122023-012023-022023-032023-042023-052023-062023-072023-082023-092023-10:%:%:%:%:%-90-70-50-30-10103050:%:%:%01002003004005006007008009001月 2 月 3月 4 月 5月 6 月 7月 8月 9月 10 月 11月 12月2020 2021 2022 2023 2024 2009 1210 17 2023 1-10 2023 11 17-FOB 33.82/-FOB 68.90/-FOB 122.48/30 FOB/31 Mysteel Mysteel Mysteel 2023 1-9 219 174 121 119 74 32 2023 Mysteel 2023 1-9 10 0.9 275.5 2023 2 Erdmeir Isdemir 2023-80-302070120170220-0 1000400450500550600650700750/0 500000 1000000 1500000 2000000 2500000中国伊拉克（月）中国 印尼（月）中国 泰国（月）中国 沙特阿拉伯（月）中国 印度（月）中国 巴西（月）中国阿联酋（月）中国土耳其（月）中国 韩国（月）中国 越南（月）2023 1-9 2024 2009 1210 18 2022 2021 8 33 2023 1-9 34 Mysteel Mysteel 23 1-9 2023 1-10 2023 6 7.1 35 wind 2024 2024-5000 0 5000 10000 15000中国印度俄罗斯沙特阿拉伯伊朗阿联酋韩国泰国美国德国巴西越南日本土耳其全球2023 1-9 0200004000060000800001000001200001400001600002021 2022 2023 5.65.86.06.26.46.66.87.07.27.47.6:2024 2009 1210 19 2021 2024 2023 2023 10.18 1-10 7473 637 6836 11-12 11-12 700 2023 8236 96%8579 2023 93217 GDP 2023 GDP 5%2023 GDP 78.42 2024 2023 2024 36 GDP GDP 2020 106477 102993 910236-3483 2021 103524 97797 1099198-5728 2022 101796 95389 1132054-6407 2023 E 101796 93217 1188657 8579 2024 E 101796 94149 1200543 1.0%7647 95081 1212430 2.0%6715 96013 1224316 3.0%5783 96945 1236203 4.0%4850 97878 1248089 5.0%3918 98344 1254033 5.5%3452 wind 2024 GDP 5%3918 54%54%2024 2024 2009 1210 20 37 38 Mysteel wind 2024 2024 1 2021 2022 2023 10&10643 10655 10791 2023 2021-2023 11 26 2197 2177 2196.93 45 2288.28 2249.09 2294.18 39&40 26/45 Mysteel Mysteel 050010001500200025003000第1周第3周第5周第7周第9周第11周第13周第15周第17周第19周第21周第23周第25周第27周第29周第31周第33周第35周第37周第39周第41周第43周第45周第47周第49周第51周2019 2020 2021 2022 2023 02004006008001000120014001600第1周第4周第7周第10 周第13 周第16 周第19 周第22 周第25 周第28 周第31 周第34 周第37 周第40 周第43 周第46 周第49 周第52 周2020 2021 2022 2023 020004000600080001000012000140002021-01-012021-03-012021-05-012021-07-012021-09-012021-11-012022-01-012022-03-012022-05-012022-07-012022-09-012022-11-012023-01-012023-03-012023-05-012023-07-012023-09-01&0500100015002000250030003500 26 45 2024 2009 1210 21 2023 2024 2 2023 9 7273 60%2023 9 4127 2022 4098 41 42 Mysteel wind 43 44 247 Mysteel wind Mysteel 0200000040000006000000800000010000000120000002021-01-012021-03-012021-05-012021-07-012021-09-012021-11-012022-01-012022-03-012022-05-012022-07-012022-09-012022-11-012023-01-012023-03-012023-05-012023-07-012023-09-01 3,0003,2003,4003,6003,8004,0004,2004,4004,6004,8005,0002021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-012023-032023-052023-072023-09:3500400045005000550060001000150020002500300035002022-01-012022-02-012022-03-012022-04-012022-05-012022-06-012022-07-012022-08-012022-09-012022-10-012022-11-012022-12-012023-01-012023-02-012023-03-012023-04-012023-05-012023-06-012023-07-012023-08-012023-09-01/+(60657075808590247 2024 2009 1210 22 2024 2024 45 wind 11 17 pb 0.74 1 2017 Q3-2022 Q1 11.29 46 2024 PB PE 000932.SZ 0.75 5.73 000778.SZ 0.62 8.28 600282.SH 0.88 8.33 600782.SH 0.46 8.73 600019.SH 0.7 9.79 601686.SH 1.43 11.6 000709.SZ 0.44 15.47 000959.SZ 0.58 17.06 600126.SH 0.96-10-5051015202530354045宝钢股份 华菱钢铁 南钢股份 首钢股份 方大特钢 河钢股份 新兴铸管 新钢股份 友发集团 杭钢股份22Q3 22Q4 23Q1 23Q2 23Q3 2024 2009 1210 23 600507.SH 1.26 wind wind 11 17 2024 2023 10 24 1 2.7 320 500 2024 1 2020 2022 2022 3 128.27/2023 11 17 2023 83.26/2022 47 OPEC wind 0.0020.0040.0060.0080.00100.00120.00140.00160.00OPEC:/2024 2009 1210 24 2022 15.5%2023 1-9 20.3%48%wind 2 2023 2023 1-10 735 14.20%2023 2024 49 wind 2023-60-40-2002040608010002004006008001,0001,2001,4002015-022015-052015-082015-112016-022016-052016-082016-112017-022017-052017-082017-112018-022018-052018-082018-112019-022019-052019-082019-112020-022020-052020-082020-112021-022021-052021-082021-112022-022022-052022-082022-112023-022023-052023-08:%2024 2009 1210 25 2024 2024 2009 1210 26 6 2 2021 2021 2021 2022 2022 7 Wind 2022 2022 2 2022 2023 2024 2009 1210 27 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2024 2009 1210 28 A 300 500/6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
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