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港股異動 | 鋼鐵股普漲 機構提示關注鋼鐵板塊底部投資機會
格隆匯12月16日丨港股鋼鐵股普遍上漲,鞍鋼股份漲4.2%,重慶鋼鐵、馬鞍山鋼鐵、中國罕王漲3%。中金公司指,鋼鐵板塊本輪調整後,估值已處於歷史底部,當前時點市場對下游需求的悲觀已基本反映充分,再次提示應當重視目前鋼鐵板塊底部投資機會。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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