鋼鐵股拉昇 安陽鋼鐵、重慶鋼鐵漲停
格隆匯4月13日丨鋼鐵板塊盤中出現拉昇走勢,板塊指數跌幅收窄至1.5%。個股方面,安陽鋼鐵和重慶鋼鐵拉昇漲停,本鋼板材漲近8%,大業股份、久立特材跟漲。中信證券最新研報稱,繼續維持2021年是中國鋼鐵行業大年的判斷。需求端在整體宏觀經濟復甦的驅動下不斷恢復,製造業海內外共振上行主線明晰。供應端,碳中和碳達峯的大背景約束有望帶來產量超預期收縮,認為鋼鐵行業將出現明顯供需缺口,行業利潤中樞將顯著提升。

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