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港股鋼鐵板塊繼續走強 西王特鋼(1266.HK)漲超7%
格隆匯 05-05 10:03

格隆匯5月5日丨鋼鐵板塊繼續走強,西王特鋼(1266.HK)漲7.7%、中國東方集團(0581.HK)漲5.5%、重慶鋼鐵(1053.HK)漲4.9%。

鋼材價格整體強勢依舊,截至4月30日,熱軋板卷價格為5840元/噸,周漲1.04%;冷軋板卷價格為6180元/噸,周漲1.48%;中板價格為5700元/噸,周漲1.79%。

中國鋼鐵工業協會最新公佈報吿顯示,4月中旬,20個城市5大品種鋼材社會庫存1420萬噸,下降6.7%,連續4旬環比下降;比年初增加690萬噸,上升94.5%;比去年同期減少297萬噸,下降17.3%。

中泰證券指,鋼價依然強勢,限產預期對基本面支撐力度較強。鋼鐵股方面,二季度行業盈利有望重回歷史峯值,如果股價因此次政策出現調整,仍可逢低佈局半年報超預期的交易性機會。

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