鋼鐵板塊走強 韶鋼松山(000717.SZ)漲超6%
格隆匯12月11日丨鋼鐵板塊走強,韶鋼松山拉昇漲超6%,方大特鋼漲4%,柳鋼股份、中心特鋼、安陽鋼鐵、三鋼閩光等漲超3%。

華泰證券指出,近期根據宏微觀、行業指標,判斷2020年Q1鋼鐵板塊有望反彈,判斷依據包括:宏觀經濟指標存改善可能性,我們認為春季地產、基建新開工較好;鋼鐵行業內,鋼材庫存偏低,且廢鋼缺乏制約短流程產量,鋼價向上彈性大,且鐵礦議價能力削弱,礦價有望下行,短期行業盈利有望改善;與其他行業比較,鋼鐵板塊整體估值水平低,部分個股有較好分紅。
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