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【年报】铁矿石：供应增量有限，价格强势难改；成材：疫情难压需求 投产正在路上

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铁矿石半年大概率呈现供不应求的格局，预计高点年内高点在150-180美元，可逢低买入，全年偏多思路对待。成材预计明年高点在4300-4500元，热卷年内高点在4600-4800，在成材价格阶段性回落后...
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