行業基本面改善 鋼鐵板塊普漲
格隆匯11月27日丨A股市場鋼鐵板塊普漲,且居兩市漲幅前列。其中,河鋼資源漲超7%領漲,鞍鋼股份A股漲超5%,H股漲近10%,韶鋼松山漲近5%,河鋼股份、八一鋼鐵、三鋼閩光、重慶鋼鐵等均明顯上漲。受惠於汽車及家電行業反彈,鋼鐵行業基本面改善。另外,有媒體稱新版《鋼鐵產能置換實施辦法》目前已完成社會意見的徵求工作,預計在今年年底之前正式出台。同時,新的鋼鐵項目備案指導意見初稿也已基本完成。據相關權威人士介紹,新版鋼鐵行業產能置換實施辦法和鋼鐵項目備案政策,將更好地指導地方和企業規範鋼鐵項目建設,確保鋼鐵總產能只減不增。

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