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鋼鐵板塊走強 多家鋼企業績創歷史最好水平
格隆匯7月22日丨鋼鐵板塊走強,首鋼股份漲停,包鋼股份、新鋼股份漲超6%,太鋼不鏽漲超5%,永興材料、馬鋼股份、三鋼閩光、寶鋼股份等紛紛跟漲。截至7月20日晚,A股共有30家鋼鐵類上市公司披露半年度業績預吿,28家預喜,不少上市公司稱報吿期內創歷史最好業績水平。中信證券研報指出,隨着下半年限產的逐漸開啟,預計鋼鐵本年第二輪趨勢性行情即將開啟,相比於上半年,本次價格和利潤結構更為合理;原料在上半年推動鋼價上漲的態勢料難以重演,鋼鐵利潤第三季度有望超越第二季度中樞。預計下半年的利潤貢獻主要會來自於鋼鐵偏強和原料偏弱,絕對價格較難迎來監管壓力。

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