鋼鐵板塊走強 鋼鐵ETF(515210)漲超3% 新鋼股份、包鋼股份雙雙漲停
格隆匯8月31日丨鋼鐵板塊拉昇走強,新鋼股份、包鋼股份雙雙漲停,太鋼不鏽漲超7%,鞍鋼股份漲超6%,馬鋼股份、包鋼股份等紛紛跟漲。鋼鐵ETF(515210)連續8日上漲,現漲超3%,成交額超8500萬元。東吳證券研報指出,鋼鐵中報超市場預期,以及需求端傳統旺季來臨,上述因素已發生共振,並帶動鋼鐵股持續領漲A股,獲得明顯超額收益。在盈利歷史中高位、估值歷史低位的大背景下,碳中和大概率帶來行業供給天花板,加之原料端再次貢獻成本紅利,鋼鐵股將迎來一波業績、估值雙升的板塊性機會。


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