港A兩地鋼鐵股走強 下游企業補庫 鎳鐵價格支撐不鏽鋼價格
格隆匯2月16日丨港A兩地鋼鐵股走強,港股方面,馬鞍山鋼鐵股份漲3.11%,鞍鋼股份漲3.07%,中國東方集團和重慶鋼鐵股份漲進3%;A股方面,杭鋼股份漲7.53%,永興材料漲6.1%,新興鑄管等跟漲。不鏽鋼期貨漲2.12%,報19065元/噸;熱軋卷板和螺紋鋼小漲。華泰期貨表示,節前下游企業庫存偏低,節後補庫需求疊加傳統消費旺季,不鏽鋼需求預期或偏樂觀。同時,因菲律賓仍處於雨季狀態,國內鎳礦供應緊張,部分鎳鐵企業受政策影響減產,原料端鎳鐵價格或表現堅挺,加之不鏽鋼廠利潤狀況不佳,成本端或對不鏽鋼價格形成支撐。



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