港股異動 | 鋼鐵股普跌 市場對金三銀四施工旺季鋼材需求預期有所降温
格隆匯3月15日丨鋼鐵股普跌,馬鞍山鋼鐵股份大跌逾10%,鞍鋼股份跌超8%。螺紋鋼期貨主力合約上週見階段高點5100元/噸,最新報4774元/噸,累計跌幅達6%。申銀萬國期貨表示,受新冠疫情管控逐步加嚴的影響,市場對金三銀四施工旺季內,黑色系終端的需求強度的預期有所降温。南華期貨分析稱,需求端,表需仍以上週速率恢復,但只恢復到往年80%的水平。本週疫情在全國範圍內有多點爆發的趨勢,各地落實疫情防控政策,對工地需求產生不利影響。2月社融數據公佈,大幅不及預期,寬信用被階段性證偽,地產端仍在谷底。

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