港股異動 | 鋼鐵股大漲,券商指節後鋼價有望顯著上漲
格隆匯2月7日丨鋼鐵股大漲,重慶鋼鐵股份漲4.8%,西王特鋼、天工國際、鞍鋼股份漲逾3%。消息面上,國家發展改革委有關負責人日前表示,適度超前開展基礎設施投資。民生證券認為,基建穩增長背景下,相關領域開工有望快於往年,鋼材消費或提前啟動。整體看,節後鋼材基本面邊際好轉預期較強,鋼價重心或將逐步向上,鋼廠利潤有望逐步恢復。招商證券指,節後鋼價有望顯著上漲。目前的噸鋼盈利處於較高位置,考慮到2022年的總需求增速有望逐季抬升,因此,2022年全年的噸鋼盈利水平有望高位運行,超出市場預期。

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