鋼鐵板塊持續拉昇 華菱鋼鐵等多股漲停
格隆匯4月1日丨鋼鐵板塊持續拉昇,華菱鋼鐵、本鋼板材、新鋼股份等多股漲停,南鋼股份大漲超9%,太鋼不鏽漲7%,寶鋼股份、三鋼閩光、包鋼股份等大幅跟漲。華寶證券指出,目前環保治理要求嚴格,高爐開工率下降,鋼鐵供給端收縮。在貨幣政策穩字當頭下,鋼鐵股的低估值、高股息率,使得板塊投資性價比高,防禦性較好,未來業績具有較大向上彈性。國泰君安認為,碳中和背景下,21 年鋼鐵行業或出現供需缺口。長期看,行業二十年產能擴張大週期基本結束,鋼鐵行業正站在新繁榮的起點,板塊迎來重要投資機會。

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