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在政策驱动及环境显著改善的预期下,行业底部已基本确立,钢铁行业的盈利是可以预期的。由于钢铁板块PB与A股PB比值低于历史平均值,因此行业存在一定交易性机会。
Under the expectation of a policy-driven and significantly improved environment, the bottom of the industry has basically been established and the profitability of the steel industry is expected. As PB ratio of PB and A-share in steel sector is lower than the historical average, there is a certain trading opportunity in the sector.