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鋼鐵板塊拉昇走高 太鋼不鏽衝擊漲停
格隆匯9月9日丨鋼鐵板塊拉昇走高,太鋼不鏽衝擊漲停,新鋼股份漲超6%,海南礦業、八一鋼鐵、重慶鋼鐵等漲超5%,寶鋼股份、南鋼股份、華菱鋼鐵等紛紛跟漲。據悉,鋼鐵行業兩大重磅文件《鋼鐵行業碳達峯實施方案》及《關於推動鋼鐵工業高質量發展的指導意見》預計在今年底前正式發佈。國信證券指出,近期,鋼鐵行業壓降粗鋼產量政策不斷清晰,從頂層政策到分省要求,再到具體企業落實,各項工作有序進行。在產能、產量約束下,鋼鐵企業發展重點由量向質切換,行業集中度提升,有望迎來高質量發展的新篇章。

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