鋼鐵股午後繼續走高 酒鋼宏興、太鋼不鏽漲超8%
格隆匯6月3日丨鋼鐵股午後繼續走高,酒鋼宏興、太鋼不鏽漲超8%,包鋼股份漲超6%,本鋼板材、八一鋼鐵、海南礦業等大幅上漲。太平洋證券表示,在“碳達峯、碳中和”疊加我國製造業崛起的大背景下,製造業相關標的有長邏輯,有望獲得估值盈利雙提升。隨着製造業上、下游利潤再平衡,政策重心可能再調整回到壓產降碳的路徑上,同時下半年焦炭、鐵礦等原料新增產能陸續釋放將緩解鋼廠成本壓力,鋼企利潤空間有望重回擴張,碳中和疊加製造業崛起背景下,行業利潤中樞抬升是較為確定的。

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