2.本周铁矿石价格震荡上涨。
3.本周社会库存去化继续推进，但去化速度趋缓。
4.维持行业“同步大市-A”的投资评级，主要由于：1.供需关系恶化：产量居高不下，需求未见起色，导致供需关系恶化。2.盈利底部震荡：未看到盈利走出底部的征兆。3.弹性不足。建议关注：（1）在细分领域拥有较高的市场份额、管理优秀的公司，如方大特钢、新兴铸管；（2）景气上升周期的钢管子行业公司，如金洲管道、常宝股份、玉龙股份、中南重工、久立特材。建议首选常宝股份。
风险提示：（1）需求下滑导致行业盈利继续寻底；（2）产能扩张速度超出我们预期。
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