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港股異動 | 鋼鐵股走強 2021年前11個月鋼鐵業利潤達歷史最高
格隆匯2月11日丨鋼鐵股集體走強,其中邁科管業漲4.5%,重慶鋼鐵、鞍鋼股份漲近3%,西王特鋼、鐵貨漲約2%,優庫資源、康利國際控股漲超1%,馬鞍山鋼鐵股份、中國東方集團均有漲幅。消息面上,中鋼協副會長高祥明10日在中國鋼鐵工業協會第六屆會員大會三次會議上指出,2021年前11個月,中鋼協會員企業實現利潤總額3517億元,同比增長86.46%。市場人士表示,2021年鋼鐵行業盈利超越2018年主要原因是鋼材均價大幅上漲,噸鋼盈利提升帶動整體利潤明顯增長。首鋼股份預計,春節過後,下游需求逐步釋放,同時當前鋼材庫存水平較低,預計短期國內鋼價震盪偏強運行。另外,麥格理預期近期內房和基建的政策寬鬆,有望提振鋼鐵、水泥及鋁股。

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