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鋼鐵板塊延續強勢 首鋼股份兩連板
格隆匯7月23日丨鋼鐵板塊延續強勢,首鋼股份兩連板,太鋼不鏽、包鋼股份漲超6%,馬鋼股份、新剛股份、方大特鋼等紛紛跟漲。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。國泰君安證券指出,從已發佈中報預吿的鋼鐵公司業績分析,二季度鋼企業績環比一季度均出現了較大幅度的上升,升幅超出市場預期。而由於前期市場對限產及需求不確定性的擔憂,鋼鐵板塊目前處在低估值、低預期階段,伴隨行業基本面改善,鋼鐵板塊迎來年內重要投資機會。

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