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钢铁有色煤炭行业2024年投资策略：供给增长受限，地产需求决定板块弹性-20231106-光大证券

行业研究供给增长受限，地产需求决定板块弹性 -一钢铁/有色/煤炭行业2024年投资策略要点回顾与展望：地产需求仍是行业主要矛盾。我们在2023年年度策略提出，需求仍是钢铝投资机会的主要抓手，尤其是地产领域的需求，房地产新开工面积与竣工面积的恢复速度将决定钢铁和电解铝板块行情的弹性大小。展望2024年，钢铜铝煤供给增长仍受限制，地产需求仍是行情的关键变量

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