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鋼鐵板塊異動拉昇 重慶鋼鐵6日4板
格隆匯 04-14 13:38

格隆匯4月14日丨鋼鐵板塊午後拉昇走強,重慶鋼鐵6日4板,新興鑄管漲停,永興材料逼近漲停,本鋼板材、西寧特鋼、河鋼股份等漲勢擴大。

中鋼協數據顯示,4月上旬鋼材社會庫存環比減少6.1%,已連續三旬下降,同比下降15.6%。另據Mysteel消息,河北武安或將在下週發佈環保限產文件,已有部分鋼廠做好準備,近期會出具整改措施。

華創證券指出,當前鋼材需求持續超預期,而高爐開工率維持低位,鋼鐵行業可能在今年出現供需缺口,鋼價易漲難跌。另外,隨着兼併重組加速推進,行業龍頭優勢明顯。

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