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港A兩地鋼鐵股大漲 上半年重點統計鋼企營收同比增51.5%
格隆匯7月30日丨A股鋼鐵板塊持續拉昇,西寧特鋼漲停,鞍鋼股份漲8.5%,新鋼股份、方大特鋼漲超3%。港股鋼鐵板塊大漲,馬鞍山鋼鐵股份漲超8%、鞍鋼股份H股漲7%、中國東方集團漲4%。中國鋼鐵工業協會會長沈彬29日表示,上半年重點統計鋼鐵企業營業收入34593億元,同比增長51.5%;營業成本30426億元,同比增長46.9%,低於收入增幅4.6個百分點。此外,近期各省相繼部署下半年粗鋼減產的方案和舉措,部分地區已向鋼企下達任務指標。業內分析,限產一方面會使得原料需求下降,對鐵礦石、焦炭價格短期形成抑制,但限產也將打破鋼市供需平衡,使得鋼價上漲概率增強。鋼鐵企業集中度將進一步上行,盈利水平有望大幅提升。

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