《2007年钢铁行业分析报告》高盛全英文报告(20页).rar Steel　price　recovery　accelerating Despite　the　market＇s　concern　over　the　potential　risk　of　oversupply　in　3Q since　the　imposition　of　an　export　tax　on　June　1,　last　week　domestic　prices saw　their　largest　wow　increase　across　the　board　(0.2%-2.4%)　since　the recovery　started　a　month　ago.　Even　the　cold　rolled　(CR)　price,　which　has been　declining　for　10　weeks,　rebounded　last　week.　Shanghai　channel inventory　is　at　one　of　its　lowest　levels　ytd. Three　mega　themes　that　we　think　ensure　further　upside