Steel game band: real estate and infrastructure data show that the recovery of short-term steel demand is not over. At the same time, the relatively low inventory environment of polyurethane foam insulated steel pipe factory is conducive to the occurrence of stock cycle, and the short-term strength of steel price is logically supported. We believe that steel stocks have game value in the short term. On the one hand, after the steel price plummeted in May, the market's expectation of the steel industry returned to an extremely pessimistic state, and low expectation is the environment for breeding opportunities; On the other hand, the iron and steel catalytic factors began to appear intensively. The resurgence of steel prices in June, the strong performance of the interim report of steel mills and the expectation of industry integration caused by Baowu restructuring are all stock price catalysts. It is suggested to pay attention to the game opportunities of short-term iron and steel stocks. Important targets of concern include Shougang, Xingang, Angang, Hegang, Fangda special steel, Daye Special Steel, Liugang, Minguang, etc
the midline focuses on the growing new material industry: in the medium and long term, we suggest to lay out the new material industry in the growing period. The polyurethane foam insulation steel pipe factory mainly focuses on the high-temperature alloy parts industry benefiting from the outbreak of general aviation and UAV market, and the target steel research Gaona, Yingliu Co., Ltd. and Lianshi nonferrous metals; Magnesium aluminum alloy benefiting from the automobile lightweight process, the target Yunhai metal and Wanfeng Aowei; It has liquid metal that can realize industrial application in consumer electronics and automobile industries and replace traditional materials, and the subject is Yi'an technology. Other new material companies worthy of attention include the transformation of Jinzhou pipeline involving graphene, superhard material + smart manufacturing target Yellow River cyclone, etc
