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港股異動 | 鋼鐵股集體走強 鞍鋼股份(0347.HK)大漲近9%領漲
格隆匯 11-21 13:27
格隆匯11月21日丨今日鋼鐵股集體走強,鞍鋼股份大漲近9%領漲,馬鞍山鋼鐵大漲8%,中國東方集團、西王特鋼等皆上漲。A股方面,鞍鋼升超3%,馬鋼漲2.56%,山東鋼鐵、安陽鋼鐵紛紛上漲。

內地今年首十個月粗鋼表觀消費量約為78153萬噸,按年增長8.2%.有機構預計,年內全國鋼材需求形勢依然不錯,全年粗鋼表觀消費量9.3億噸左右,按年增長6%以上。
中泰證券分析,鋼材社會庫存在旺季結束後的11月上旬仍能維持50+萬噸的周降幅,這在歷史同期並不多見,反映今年下游需求之強。當前去庫短週期處於底部區域,需求偏強帶來的預期改善將推動鋼價超跌回升,鋼鐵板塊估值也有望迎來階段性修復。
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