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港股異動 | 鋼鐵板塊大漲 券商指看好板塊估值修復
格隆匯3月24日丨鋼鐵板塊大漲,西王特鋼漲11.7%、鐵貨漲7.4%、馬鞍山鋼鐵漲5.6%、鞍鋼股份漲逾3%。消息面上,馬鞍山鋼鐵發佈2021年業績,營業收入1138.51億元人民幣,歸母淨利53.32億元人民幣,同比分別增長39.5%和168.95%。另外,中金研報認為,目前來看疫情對於鋼鐵終端需求影響有限。穩增長信號進一步強化疊加板材出口提振需求,我們認為2Q鋼鐵下游需求有望明顯改善,板塊或迎來估值修復。

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