Investment summary................................................................3
Asia steel demand and supply ................................................5
China steel sector.....................................................................9
China steel market..................................................................10
India steel sector ....................................................................12
India steel market ...................................................................13
Japan steel sector ..................................................................15
Japan steel market .................................................................16
Korea steel sector ..................................................................18
Korea steel market .................................................................19
Taiwan steel sector ................................................................21
Taiwan steel market ...............................................................22
2012-09-25_J.P摩根证券亚洲_AsiaSteelSector:Steelcyclebottomingout-Timetobuy.pdf
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