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Huatai Securities: Spotlight on Industries Poised for Reversal Amid 'Anti-Monopoly' Policy
1 week ago /
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Author：小编
The 'anti-monopoly' policy has spurred notable signs of capacity rationalization and economic recovery across various sectors, including coal, steel, chemicals, and photovoltaics. Coal inventories are on the decline, potentially stabilizing prices; the steel industry is witnessing a rebound in gross profit margins amidst falling inventories and production; the supply-demand dynamics of certain chemicals have improved; and the photovoltaic sector has achieved growth in midstream exports, fueled by the domestic rush to install and the buoyant European market.
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