JPM-JPM Mining Daily Iron Ore unch.,Zinc -百分之4...-20251216
这篇研报讲什么？
摘要原文摘录China reintroduces steel export controls, but challenges persist; Re-iterate bullishout
机构观点归属摩根大通，研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录，内容以原始报告为准。
研报摘要
China reintroduces steel export controls, but challenges persist; Re-iterate bullishout
look for European Steel, stay OW MT, VOE and SSABLast Friday, China’s Ministry of Commerce (“MOFCOM”) announced mandated exportlicenses for 300 steel-related products, spanning across the entire steel value chain, whichrequires steelmakers to submit contracts and quality certificates although no explicit volumecaps were announced. The JPM China Basic Materials Research team considers this policyto be constructive but any positive impact on reducing low-price competition and supportinghigher-value and greener products is only likely to appear longer term. In the near term, theycontinue to see relatively high level of Chinese steel export, keeping global steel prices underpressure (link).
同公司研报
继续比较不同机构对同一公司的判断。
同行业近期研报
从单家公司继续回到行业研究。