鋼鐵板塊午後走強 八一鋼鐵直線拉漲停
格隆匯6月25日丨鋼鐵板塊午後走強,八一鋼鐵直線拉昇漲停,重慶鋼鐵漲近7%,太鋼不鏽、馬鋼股份漲超5%,本鋼板材、華菱鋼鐵、鞍鋼股份等大幅跟漲。

截至目前,鋼鐵板塊已至少已有8家公司發佈了半年度業績預吿,受益於鋼材價格上升以及行業快速復甦,不少鋼鐵上市公司預計今年上半年業績均有明顯提升。其中鞍鋼股份預計半年淨利潤約48億元,同比大增約860%,這意味着該公司二季度暴賺了33億元。
方德證券認為,鋼鐵的上漲邏輯沒有發生改變,並且現在盈利水平是處在一個相對不錯狀態,動態估值又是處在一個較低的位置,所以下跌是階段性的調整,可以逢低佈局。
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