鋼鐵板塊開盤衝高 韶鋼松山(000717.SZ)漲超8%
格隆匯11月25日丨鋼鐵板塊開盤衝高,韶鋼松山漲超8%,華菱鋼鐵漲超6%,方大特鋼、三鋼閩光、柳鋼股份等紛紛上漲。

中國鋼鐵工業協會副會長遲京東表示,現在鋼鐵行業關注的問題,一個是新一輪新建產能的影響,第二是超低排放治理,第三是新建產能投資龐大,第四是鐵礦石供給安全保障問題,第五是科技創新,第六是國際化、全球化的問題。這既是當前鋼鐵行業遇到的問題,又是推動行業高質量發展長期要面對的一些問題。他表示,從鋼鐵行業來講,嚴禁新增鋼鐵產能是行業發展必須要堅持的政策。
日前,發改委、工信部以及國家統計局聯合發佈《關於做好鋼鐵行業產能、產量調查核實工作的通知》,要求對鋼鐵企業近3年的裝備產能情況及變化情況進行調查核實,並説明情況。記者向工信部相關人士核實,該文件確實已經下發。調研的主要內容:以法人企業為單位填報《鋼鐵企業產能、產量及固定資產投資情況調查表》,鋼鐵企業產能、產量及固定資產投資情況説明。對2016年以來鋼鐵企業產能有變化、2019年1-9月產量同比增長超過10%、2019年1-9月年化產能利用率超過100%的應分析原因。
國泰君安指出,在鋼鐵行業集中度依然沒有達到壟斷程度,同時需求比較平穩背景下,板塊選股應該是兩個方向,一個是低成本加管理優勢的公司股價彈性和業績穩定性更大,第二個是技術優勢領先,在某些領域已經出現壟斷地位。
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