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Express News | Dongwu Securities: Macro expectations are improving, steel prices have rebounded
CICC: At present, the industry has a high margin of safety, and 24Q2 is optimistic about the repair of core assets in steel manufacturing
The Zhitong Finance App learned that CICC released a research report saying that the current manufacturing industry outlook indicators have improved. Looking ahead, demand expectations are expected to be repaired, and it is difficult to falsify in the short term. Leading steel companies in the underestimated manufacturing industry may usher in a gradual recovery in profits and valuations, and excess profits can be expected. In terms of targets, it is recommended to focus on three main lines: 1) Underestimated steel “core assets” with a bottom layout, focusing on Baosteel shares. It is recommended to focus on Nangang Steel (600282.SH) and Valin Steel (000932.SZ). 2) A leading company in new special steel materials, focusing on recommending Tiangong International, a global tool and tool steel leader with high growth
Valin Steel (000932) 2024 Quarterly Report Review: The bottom of profit is gradually clear, and performance recovery can be expected
Event: The company released its 2024 quarterly report: in 2024, the company achieved operating income of 36.912 billion yuan, -7.17% YoY /-16.21%; realized net profit to mother of 392 million yuan, YoY
Valin Steel (000932): The overall competitive advantage is still obvious
Incident: In the first quarter of 2024, the company achieved operating income of 37.048 billion yuan, -7.13% year-on-year; realized net profit of 392 million yuan, or -43.11% year-on-year. From the perspective of total profit, the company competes as a whole
Valin Steel (000932): 1Q performance is pressured by short-term fluctuations or a good layout opportunity
1Q24 results are lower than our expectations. The company announced 1Q24 results: revenue of 37.05 billion yuan, -7.1/ -16.2%, net profit to mother of 390 million yuan, 43.1/ -59.8%
Express News | Valin Steel: Net profit from mother in the first quarter was 392 million yuan, down 43.13% year on year
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