鋼鐵板塊延續強勢 華菱鋼鐵等多股漲停
格隆匯3月11日丨鋼鐵板塊延續強勢,華菱鋼鐵、酒鋼宏興、柳鋼股份、太鋼不鏽、杭鋼股份、新鋼股份等多股漲停,八一鋼鐵、南鋼股份等紛紛跟漲。對於鋼鐵板塊,川財證券表示,板塊整體走勢較好,上漲邏輯得益於“碳中和+順週期”,在碳中和大背景下,鋼鐵行業的大氣污染問題使行業面對較大的減產壓力,同時開春建築復工,鋼鐵行業進入“金三銀四”傳統旺季,整體需求較好;同時通脹預期給商品帶來了漲價預期。

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