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鋼鐵板塊持續走高 行業進入景氣週期
格隆匯1月24日丨鋼鐵板塊持續走高,永興材料漲停;新興鑄管、常寶股份、金州管道漲超4%;友發集團、撫順鋼鐵、放大鋼鐵跟漲。西部證券表示,週期板塊中上游資源整體淨利潤增速都處於高位,超預期及符合預期佔比平均近7成,而傳統週期類,受益於2021年全球宏觀經濟的恢復所帶來的供給與需求錯配,同時雙碳路線疊加下半年“能耗雙控”,進一步加劇了供需的不平衡情況,驅動全球大宗商品價格的飆升,行業進入景氣週期。

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