中鋼董座信心喊話:鋼市旺到Q4 - 股票

By Isla
at 2021-05-14T16:06
at 2021-05-14T16:06
Table of Contents
原文標題:中鋼董座信心喊話:鋼市旺到Q4
(請勿刪減原文標題)
原文連結:https://udn.com/news/story/7241/5456315
(請善用縮網址工具)
發布時間:2021-05-14 03:30 經濟日報 / 記者林政鋒/高雄報導
(請以原文網頁/報紙之發布時間為準)
原文內容:中鋼(2002)董事長翁朝棟昨(13)日表示,鋼鐵股連日重挫主要是股民心理恐慌奔逃,
只要回到基本面,看看最近公布的第1季上市鋼廠財報、各家都金光閃閃,經營績效層面
很好,第2季仍亮麗、第3季續強,「不必懷疑第3季鋼價上漲的可能性」。
翁朝棟說,全球鋼鐵工業歷經2008年金融海嘯洗禮,經過十多年好景氣回來,鋼鐵回到大
需求時代,現在不只是中鋼好,美國大廠美國鋼鐵、全球巨擘阿賽洛米塔爾等,全世界鋼
廠近來鋼價都大漲五至六成。
此外,以往如果中國大陸鋼鐵大量出口,全球鋼價就疲軟,如今大陸取消鋼鐵出口退稅,
鋼鐵行情挺立,另美國、歐盟以及中國大力推出基礎建設,引發通膨疑慮,整體來說鋼價
不會往下跌的。
翁朝棟指出,鋼廠4月、5月營運都會不錯,「這是高鋼價的時代,不可能回頭走」,第3
季行情看漲,第4季也是樂觀的平高盤,大家不必恐慌,只要遵照疫情指揮中心政策,把
防疫工作做好,一切很快就要回到正軌。
法人表示,國內外疫情增溫,印度鋼鐵大廠JSW傳出減產10%,期間至少到9月,供給端減
少,對飛漲的全球鋼價再添柴火。目前全球鋼鐵市場的基本面好得不得了,多頭利基不斷
,包括鐵礦創歷史高價,廢鋼行情硬挺,各國鋼價只漲不跌,尤其鐵礦砂上漲的速度遠遠
落後鋼價飆升,因此上游中鋼的利差擴大,最受市場看好。
心得/評論:通膨來了要買甚麼好 預計若能再跌一根 就加入鋼鐵人行列 請鋼鐵人們稍後
將有火力支援 景氣大循環股 應該不是說停就能停的
--
(請勿刪減原文標題)
原文連結:https://udn.com/news/story/7241/5456315
(請善用縮網址工具)
發布時間:2021-05-14 03:30 經濟日報 / 記者林政鋒/高雄報導
(請以原文網頁/報紙之發布時間為準)
原文內容:中鋼(2002)董事長翁朝棟昨(13)日表示,鋼鐵股連日重挫主要是股民心理恐慌奔逃,
只要回到基本面,看看最近公布的第1季上市鋼廠財報、各家都金光閃閃,經營績效層面
很好,第2季仍亮麗、第3季續強,「不必懷疑第3季鋼價上漲的可能性」。
翁朝棟說,全球鋼鐵工業歷經2008年金融海嘯洗禮,經過十多年好景氣回來,鋼鐵回到大
需求時代,現在不只是中鋼好,美國大廠美國鋼鐵、全球巨擘阿賽洛米塔爾等,全世界鋼
廠近來鋼價都大漲五至六成。
此外,以往如果中國大陸鋼鐵大量出口,全球鋼價就疲軟,如今大陸取消鋼鐵出口退稅,
鋼鐵行情挺立,另美國、歐盟以及中國大力推出基礎建設,引發通膨疑慮,整體來說鋼價
不會往下跌的。
翁朝棟指出,鋼廠4月、5月營運都會不錯,「這是高鋼價的時代,不可能回頭走」,第3
季行情看漲,第4季也是樂觀的平高盤,大家不必恐慌,只要遵照疫情指揮中心政策,把
防疫工作做好,一切很快就要回到正軌。
法人表示,國內外疫情增溫,印度鋼鐵大廠JSW傳出減產10%,期間至少到9月,供給端減
少,對飛漲的全球鋼價再添柴火。目前全球鋼鐵市場的基本面好得不得了,多頭利基不斷
,包括鐵礦創歷史高價,廢鋼行情硬挺,各國鋼價只漲不跌,尤其鐵礦砂上漲的速度遠遠
落後鋼價飆升,因此上游中鋼的利差擴大,最受市場看好。
心得/評論:通膨來了要買甚麼好 預計若能再跌一根 就加入鋼鐵人行列 請鋼鐵人們稍後
將有火力支援 景氣大循環股 應該不是說停就能停的
--
Tags:
股票
All Comments

By Eartha
at 2021-05-18T09:51
at 2021-05-18T09:51

By Mary
at 2021-05-19T17:32
at 2021-05-19T17:32

By Genevieve
at 2021-05-21T09:01
at 2021-05-21T09:01

By William
at 2021-05-24T00:06
at 2021-05-24T00:06

By Emma
at 2021-05-28T16:19
at 2021-05-28T16:19

By Zanna
at 2021-05-30T21:55
at 2021-05-30T21:55

By Regina
at 2021-06-02T16:25
at 2021-06-02T16:25

By Kumar
at 2021-06-07T13:04
at 2021-06-07T13:04

By Emma
at 2021-06-09T01:26
at 2021-06-09T01:26

By Dinah
at 2021-06-13T08:46
at 2021-06-13T08:46

By Lydia
at 2021-06-13T22:03
at 2021-06-13T22:03

By Mia
at 2021-06-18T09:48
at 2021-06-18T09:48

By Sandy
at 2021-06-22T02:40
at 2021-06-22T02:40

By Yuri
at 2021-06-22T18:59
at 2021-06-22T18:59

By Joe
at 2021-06-25T01:18
at 2021-06-25T01:18

By Doris
at 2021-06-27T11:52
at 2021-06-27T11:52

By Erin
at 2021-06-27T15:59
at 2021-06-27T15:59

By Odelette
at 2021-06-28T09:57
at 2021-06-28T09:57

By Rebecca
at 2021-06-29T09:27
at 2021-06-29T09:27

By Skylar DavisLinda
at 2021-07-02T06:28
at 2021-07-02T06:28

By Tracy
at 2021-07-04T17:10
at 2021-07-04T17:10

By Madame
at 2021-07-04T19:30
at 2021-07-04T19:30

By Adele
at 2021-07-08T08:58
at 2021-07-08T08:58

By Damian
at 2021-07-12T16:46
at 2021-07-12T16:46

By Zora
at 2021-07-16T23:33
at 2021-07-16T23:33

By Hamiltion
at 2021-07-17T05:19
at 2021-07-17T05:19

By Rosalind
at 2021-07-21T10:43
at 2021-07-21T10:43

By Leila
at 2021-07-22T19:56
at 2021-07-22T19:56

By Eden
at 2021-07-25T03:49
at 2021-07-25T03:49

By John
at 2021-07-27T00:57
at 2021-07-27T00:57

By William
at 2021-07-29T14:19
at 2021-07-29T14:19

By Bethany
at 2021-07-31T12:26
at 2021-07-31T12:26

By Liam
at 2021-08-02T05:36
at 2021-08-02T05:36

By Quintina
at 2021-08-04T20:53
at 2021-08-04T20:53

By Donna
at 2021-08-08T02:29
at 2021-08-08T02:29

By Mason
at 2021-08-13T00:33
at 2021-08-13T00:33

By Andy
at 2021-08-15T09:43
at 2021-08-15T09:43

By Quanna
at 2021-08-18T23:57
at 2021-08-18T23:57

By Carol
at 2021-08-23T08:02
at 2021-08-23T08:02

By Dinah
at 2021-08-24T22:23
at 2021-08-24T22:23

By Freda
at 2021-08-29T11:34
at 2021-08-29T11:34

By Doris
at 2021-08-31T20:16
at 2021-08-31T20:16

By Hardy
at 2021-09-04T04:23
at 2021-09-04T04:23

By Delia
at 2021-09-05T08:24
at 2021-09-05T08:24

By Linda
at 2021-09-08T03:43
at 2021-09-08T03:43

By Dorothy
at 2021-09-09T10:21
at 2021-09-09T10:21

By Freda
at 2021-09-12T18:33
at 2021-09-12T18:33

By Olive
at 2021-09-15T21:03
at 2021-09-15T21:03

By Hedwig
at 2021-09-16T19:32
at 2021-09-16T19:32

By Rosalind
at 2021-09-21T14:52
at 2021-09-21T14:52

By Eartha
at 2021-09-25T18:33
at 2021-09-25T18:33

By Carol
at 2021-09-26T00:54
at 2021-09-26T00:54

By Kama
at 2021-09-28T11:56
at 2021-09-28T11:56

By Lucy
at 2021-09-30T19:53
at 2021-09-30T19:53

By Elvira
at 2021-10-02T04:35
at 2021-10-02T04:35

By Caroline
at 2021-10-02T22:08
at 2021-10-02T22:08

By Suhail Hany
at 2021-10-05T01:55
at 2021-10-05T01:55

By Daph Bay
at 2021-10-09T20:46
at 2021-10-09T20:46

By Victoria
at 2021-10-13T18:53
at 2021-10-13T18:53

By Zanna
at 2021-10-14T18:26
at 2021-10-14T18:26

By Jessica
at 2021-10-17T11:25
at 2021-10-17T11:25

By Elizabeth
at 2021-10-19T10:18
at 2021-10-19T10:18

By Lauren
at 2021-10-19T15:47
at 2021-10-19T15:47

By Brianna
at 2021-10-24T04:33
at 2021-10-24T04:33

By Joseph
at 2021-10-27T06:23
at 2021-10-27T06:23

By Blanche
at 2021-10-27T07:28
at 2021-10-27T07:28

By Hedy
at 2021-10-31T09:58
at 2021-10-31T09:58

By Iris
at 2021-11-02T16:27
at 2021-11-02T16:27

By Hardy
at 2021-11-06T13:53
at 2021-11-06T13:53

By Charlotte
at 2021-11-10T19:13
at 2021-11-10T19:13

By Eden
at 2021-11-12T18:25
at 2021-11-12T18:25

By Queena
at 2021-11-16T00:03
at 2021-11-16T00:03

By Robert
at 2021-11-16T12:34
at 2021-11-16T12:34

By Bethany
at 2021-11-20T01:47
at 2021-11-20T01:47

By Todd Johnson
at 2021-11-22T09:58
at 2021-11-22T09:58

By Hedy
at 2021-11-26T22:33
at 2021-11-26T22:33

By Agnes
at 2021-11-28T19:45
at 2021-11-28T19:45

By Ivy
at 2021-11-29T01:39
at 2021-11-29T01:39

By Susan
at 2021-11-30T00:18
at 2021-11-30T00:18

By Margaret
at 2021-11-30T11:29
at 2021-11-30T11:29

By Damian
at 2021-12-01T19:16
at 2021-12-01T19:16

By Poppy
at 2021-12-05T02:55
at 2021-12-05T02:55

By Madame
at 2021-12-06T20:35
at 2021-12-06T20:35

By Blanche
at 2021-12-10T00:59
at 2021-12-10T00:59

By Edward Lewis
at 2021-12-11T23:13
at 2021-12-11T23:13

By Isla
at 2021-12-15T16:34
at 2021-12-15T16:34

By Freda
at 2021-12-16T06:51
at 2021-12-16T06:51

By Liam
at 2021-12-19T15:57
at 2021-12-19T15:57

By Charlie
at 2021-12-24T02:20
at 2021-12-24T02:20

By Frederica
at 2021-12-28T14:13
at 2021-12-28T14:13

By Suhail Hany
at 2021-12-29T09:31
at 2021-12-29T09:31

By Rae
at 2021-12-31T19:59
at 2021-12-31T19:59

By Margaret
at 2022-01-05T06:50
at 2022-01-05T06:50

By Caroline
at 2022-01-06T13:35
at 2022-01-06T13:35

By Todd Johnson
at 2022-01-11T03:04
at 2022-01-11T03:04

By Freda
at 2022-01-13T08:01
at 2022-01-13T08:01

By Callum
at 2022-01-15T17:51
at 2022-01-15T17:51

By Genevieve
at 2022-01-17T01:52
at 2022-01-17T01:52

By Irma
at 2022-01-21T22:24
at 2022-01-21T22:24

By Sierra Rose
at 2022-01-26T08:27
at 2022-01-26T08:27

By Suhail Hany
at 2022-01-29T18:18
at 2022-01-29T18:18

By Susan
at 2022-01-29T20:58
at 2022-01-29T20:58

By Enid
at 2022-02-03T11:49
at 2022-02-03T11:49

By Zanna
at 2022-02-03T21:34
at 2022-02-03T21:34

By Rosalind
at 2022-02-06T10:05
at 2022-02-06T10:05

By Eartha
at 2022-02-08T02:30
at 2022-02-08T02:30

By Jake
at 2022-02-13T01:44
at 2022-02-13T01:44

By Enid
at 2022-02-16T19:03
at 2022-02-16T19:03

By Rae
at 2022-02-21T16:26
at 2022-02-21T16:26

By Kumar
at 2022-02-23T01:10
at 2022-02-23T01:10

By Noah
at 2022-02-24T20:51
at 2022-02-24T20:51

By Noah
at 2022-02-27T15:30
at 2022-02-27T15:30

By Elma
at 2022-03-03T11:38
at 2022-03-03T11:38

By Elma
at 2022-03-05T04:59
at 2022-03-05T04:59

By Steve
at 2022-03-06T12:49
at 2022-03-06T12:49

By Steve
at 2022-03-06T15:24
at 2022-03-06T15:24

By Mason
at 2022-03-07T21:55
at 2022-03-07T21:55

By Odelette
at 2022-03-11T23:57
at 2022-03-11T23:57

By Erin
at 2022-03-13T19:21
at 2022-03-13T19:21

By Lily
at 2022-03-14T04:04
at 2022-03-14T04:04

By Blanche
at 2022-03-18T04:56
at 2022-03-18T04:56

By Noah
at 2022-03-22T19:11
at 2022-03-22T19:11

By George
at 2022-03-23T22:33
at 2022-03-23T22:33

By Hedy
at 2022-03-24T11:29
at 2022-03-24T11:29

By Elizabeth
at 2022-03-26T07:31
at 2022-03-26T07:31

By Hedy
at 2022-03-28T06:41
at 2022-03-28T06:41

By Zenobia
at 2022-03-29T00:59
at 2022-03-29T00:59

By Caroline
at 2022-04-01T19:33
at 2022-04-01T19:33

By Rebecca
at 2022-04-05T22:30
at 2022-04-05T22:30

By Carol
at 2022-04-10T08:32
at 2022-04-10T08:32
Related Posts
投信我大哥已變成反指標 ???

By Skylar DavisLinda
at 2021-05-14T16:04
at 2021-05-14T16:04
白月光與朱砂痣

By Christine
at 2021-05-14T16:00
at 2021-05-14T16:00
航運股到底在幹嘛?

By Mary
at 2021-05-14T15:56
at 2021-05-14T15:56
投信大賣鋼鐵航運

By Margaret
at 2021-05-14T15:55
at 2021-05-14T15:55
絕對遵守停損紀律vs. 不用停損股票?

By Hamiltion
at 2021-05-14T15:49
at 2021-05-14T15:49