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鋼鐵板塊走強 各地陸續出台限產政策
格隆匯7月16日丨鋼鐵板塊今日持續強勢,馬鋼股份、太鋼不鏽雙雙漲超8%,華菱鋼鐵漲超6%,首鋼股份、廣大特材、八一鋼鐵等跟漲。港股方面,馬鞍山鋼鐵股份漲超5%,重慶鋼鐵股份漲超4%,鞍鋼股份漲超3%。近期鋼鐵行業開始逐步走強,受到了多地發佈鋼鐵下半年限產政策的刺激,中信建投發佈研報表示目前寶武系鋼廠以及安徽、江蘇、甘肅等地區都進行了相關會議下放指標,要求產量不能高於 2020年,考慮到上半年各鋼企均有增產,全年產量不高於2020年會導致下半年的減產。光大證券指出,當前終端需求維持弱勢,但各地陸續出台粗鋼產量壓減政策,且行業兼併重組加速,鋼鐵企業集中度將進一步上行,未來鋼鐵行業盈利水平將大幅提升,主要上市鋼鐵企業盈利能力有望進一步改善。

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