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鋼鐵股再度逆勢走強 “碳中和”大背景下鋼鐵行業或迎新一輪“供給側改革”
格隆匯 03-15 09:58
格隆匯3月15日丨鋼鐵股再度逆勢走強,港股市場重慶鋼鐵大漲10%,鞍鋼股份漲近7%;A股市場酒鋼宏興、重慶鋼鐵和八一鋼鐵強勢漲停。近日,生態環境部在河北省唐山市暗訪發現,當地4家鋼鐵企業存在重污染天氣應急響應期間未落實相應減排要求、生產記錄造假等問題。唐山市是河北省的工業重鎮,鋼鐵產能集中,大氣污染治理壓力大。國泰君安指出,鋼材需求快速啟動,庫存開始下降。碳中和背景下,產能週期基本結束,產能不再是鋼鐵盈利之殤。產業格局向好,集中度提升,龍頭議價權提升,競爭格局優化,看好鋼鐵板塊大機會。

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