本报告导读:2024 年美国钢铁需求偏弱,公司业绩短期承压。但展望来看,我们预期公司有望受益于美国钢铁需求回暖,以及其国内钢铁税收优惠政策和进口钢铁关税上调。投资要点:维持“增持”评级。2024 年前三季度,公司实现营收 236.58 亿美元,同比降12.41%;实现净利润17.40 亿美元,同比降53.47%,公司业绩短期下滑主要系美国钢铁需求趋弱导致钢价下跌和公司销量下降。随着需求逐步回暖,且...
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