港股異動 | 鋼鐵股普跌 機構指中長期鋼鐵行業景氣度以下行為主
格隆匯10月2日丨鋼鐵股普跌,康力國際控股(6890.HK)跌6.78%、天工國際(0826.HK)跌4.21%、鞍鋼股份(0347.HK)跌逾2%。
光大證券指,鋼鐵下游需求逐步進入“金九銀十”旺季;國家督導組查處落後產能行動已開展,地條鋼將受打壓;國慶節閲兵期間,華北地區鋼鐵限產政策加碼。鋼鐵行業基本面近期迎來短週期利好;但中長期看,預計鋼鐵行業景氣度仍將以下行為主。
蘭格鋼鐵雲商平台統計公佈,9月鋼鐵流通業PMI總指數比上月回升2.5個百分點。從分類指數看,其中銷售量、銷售價格、總訂單量、採購成本和到貨速度5項指數出現回升,庫存水平、融資環境、走勢判斷和採購意願等4項指數出現回落。
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