港股鋼鐵股逆勢走強 重慶鋼鐵(1053.HK)漲超15%
格隆匯4月12日丨A股鋼鐵股集體走強帶動,港股鋼鐵股午後進一步拉昇,其中,愛德新能源漲超22%,重慶鋼鐵漲超15%,馬鞍山鋼鐵漲超5%,鞍鋼股份、西王特鋼漲超2%。國泰君安日前發研報稱,押上所有聲譽和戰績為鋼鐵而戰,重視板塊全年投資機會。該機構認為:“鋼鐵板塊的上漲並不是曇花一現,要重視普鋼全年的板塊性投資機會。鋼鐵行業的投資機會要站在鋼鐵行業的發展過程中看。板塊漲到目前這個位置依然還有很大的空間,今年鋼鐵業績逐季超預期的概率非常大。包括整個原料端焦炭的下跌、鐵礦的震盪,都説明今年的機會非常難得。”

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