May 09, 2021 10:44 PM (GMT+8) · EqualOcean
① The attack of coal and coke plate will open, the annual supply and demand will remain tight, and the profit of the industry will continue to rise; ② The implementation measures of steel capacity replacement were issued, the new prosperity of steel was opened, and the accelerating development trend of electric furnace was more obvious; ③ Ten year commodity cycle, rare earth plate has strategic allocation value.