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港股異動 | 鋼鐵板塊再度大漲 鞍鋼股份漲逾5%
格隆匯9月2日丨鋼鐵板塊再度大漲,中國罕王漲超10%、鞍鋼股份漲5.2%,中國東方集團、鐵貨漲超3%。鋼鐵股上半年業績普遍超預期,且獲機構看好。其中,天風證券指,展望後市,供給端減產力度較大,供需缺口將愈發明顯,鋼價易漲難跌,而鐵礦石價格的持續下滑,使鋼廠盈利空間增大,隨着限產的推進,鋼廠利潤或將重回擴張。東吳證券認為,在盈利歷史中高位、估值歷史低位的大背景下,碳中和大概率帶來鋼鐵行業供給天花板,加之原料端貢獻成本紅利,鋼鐵股將迎來一波業績、估值雙升的板塊性機會。

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