1) Tightening of liquidity. Loose liquidity will push up steel prices, while tight liquidity will reduce steel prices and affect the income of listed steel enterprises.
2) The demand for real estate has declined. As an important downstream of the steel industry, the decline in real estate demand will have a greater impact on the overall demand of the steel industry.
Related steel concept stocks are:
(1), shougang shares (000959):
From the perspective of return on total assets in recent five years, the average value of return on total assets in recent five years is 1.66%, the lowest value of return on total assets in recent five years is 0.49% in 20 16 years, and the highest value is 2.47% in 20 18 years. Beijing shougang shares Co., Ltd. (hereinafter referred to as "shougang shares") is the only domestic listed company under Shougang Group. Shougang shares was founded by Shougang Corporation in June 5438+0999, and listed on Shenzhen Stock Exchange in February 1999 (stock code: 000959).
(2) Songshan, Shaogang (000717);
From the perspective of return on total assets in recent five years, the average value of return on total assets in recent five years is 12. 14%, the lowest value of return on total assets in recent five years is 20 16 years 0.64%, and the highest value is 20 18 years 2 1.44%. Guangdong Shaogang Songshan Co., Ltd. was established with the approval of Guangdong Provincial People's Government Yuefuhan No.2004. [1997] 1 17. It was exclusively initiated by the former Guangdong Shaoguan Iron and Steel Group Co., Ltd., and publicly issued public shares to the society, which was established by way of fundraising.
(3) baoshan iron & steel (6000 19);
Judging from return on total assets in recent five years, the average value of return on total assets in recent five years is 5.0 1%, the lowest value of return on total assets in recent five years is 3.67% in 20 16 years, and the highest value is 6.79% in 20 18 years. Baoshan Iron and Steel Co., Ltd. (referred to as "Baoshan Iron and Steel") is the world's leading modern iron and steel complex, and also the core enterprise of Guobaowu Iron and Steel Group Co., Ltd., one of the world's top 500 enterprises. With the mission of "creating enjoyment and changing life", Baoshan Iron and Steel Co., Ltd. is committed to providing customers with super-value products and services, creating value for shareholders and society, and achieving common development with relevant stakeholders.
(4), Maanshan Iron and Steel Co., Ltd. (600808):
From the perspective of return on total assets in recent five years, the average value of return on total assets in recent five years is 4.79%, and the lowest value in return on total assets in recent five years is 2010/0.95%, and the highest value is 9.47% in 20 18 years. Maanshan Iron and Steel Co., Ltd. is a super-large iron and steel joint venture in China, A+H-share listed company, covering an area of 13.5 square kilometers, employing 43,000 people and supporting the production of 20 million tons of steel, forming a coordinated development pattern of three leading industries: steel industry, steel upstream and downstream related industries and strategic emerging industries. In 20 17 years, Masteel's crude steel output 197 1 10,000 tons, total assets of 9 18 billion yuan, operating income of 79.6 billion yuan and total profit of 56 10 million yuan.