《意见》和减税政策出台将带来钢铁行业兼并重组进程加快的预期。同时,钢价跌破成本后将引发减产和去库存化,四季度或存在钢价反转的机会,市场不必对钢铁板块过度悲观。 “Opinions” and the introduction of tax cuts will bring the steel industry to accelerate the process of mergers and acquisitions. At the same time, steel prices below the cost will lead to cut and inventory, in the fourth quarter or there is the opportunity to reverse the steel price, the market does not have over pessimism on the steel plate.