鋼鐵股繼續集體走強 重慶鋼鐵等多股漲停
格隆匯4月8日丨鋼鐵股延續昨日強勢,今日再度集體走強,重慶鋼鐵、西寧特鋼、華達新材、安陽鋼鐵、凌鋼股份漲停,首鋼股份、酒鋼宏興、太鋼不鏽等均有不錯漲幅。國泰君安最新表示, 壓減粗鋼產量政策大概率嚴格執行,行業或迎來供需缺口。另外,全球復甦背景下,美國鋼價大幅上漲,國內鋼材需求良好,鋼鐵行業將出現供需缺口。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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