港股異動丨鋼鐵股拉昇 鞍鋼股份漲超7% 重慶鋼鐵漲超5%
港股鋼鐵股拉昇明顯,其中,中國東方集團、鞍鋼股份漲超7%,重慶鋼鐵漲超5%,馬鞍山鋼鐵漲超4%。消息上,華泰證券認爲,2025年鋼鐵行業或開啓新一輪供給側優化週期。回顧前兩輪供給側優化,在其啓動之前,行業景氣程度均出現了較爲明顯的下行態勢,並且均有政府機構在各類會議上不斷提及控產的必要性。預期2025年中國鋼鐵行業需求或略降,供給過剩壓力仍存,新一輪供給側優化迫在眉睫。該行指,若鋼鐵行業減產3000-5000萬噸,該行認爲粗鋼噸利潤或改善至200-400元,對應噸鋼淨利潤提升約200元,優先投資年化理論PE估值便宜的公司。(格隆匯)

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