铁矿和钢铁资产共同驱动公司业绩增长。新注入南钢发展成为公司净利润的主要来源;金安矿业盈利能力仍较强,但未来同比可能小幅下滑。未来业绩增长主要依靠钢铁主业产品结构调整以及行业面的周期改善。给与公司“推荐”评级。 Iron ore and steel assets together drive the company’s performance growth. The new injection of Nangang Steel has become a major source of net profit; Jin’an Mining profitability is still strong, but the possibility of a slight decline year on year. The growth of future performance mainly depends on the adjustment of product mix of the steel industry and the cyclical improvement in the industry. Give company “recommended ” rating.