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鋼鐵板塊走高 鋼鐵行業迎來旺季 鋼廠利潤空間增加
格隆匯 11-11 10:38
格隆匯11月11日丨鋼鐵板塊走高,韶鋼松山拉昇封板,河鋼資源、八一鋼鐵漲超7%,新鋼股份漲超5%,柳鋼股份、南鋼股份等跟漲。光大期貨研究所黑色研究總監邱躍成表示,近期鋼鐵行業迎來姍姍來遲的旺季,供需兩端均在發力,鋼廠利潤空間明顯增加。近期螺紋鋼現貨價格持續大幅向上,目前杭州市場螺紋現貨價格已達到4120元/噸,一週漲幅超過300元/噸,創今年以來的新高,近期螺紋期貨價格也大幅上漲。愛建證券表示,原料端焦炭廢鋼噴吹煤等漲價帶給鋼材成本支撐,而隨着當前鋼材庫存去化流暢,現貨拉漲動力較足,短期鋼鐵產業鏈進入階段性景氣階段,鋼廠利潤得到修復。

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