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港股異動丨鋼鐵股普漲 馬鞍山鋼鐵漲近4% 鞍鋼股份漲超3%
格隆匯 03-18 11:37

港股鋼鐵股普遍上漲,其中,天工國際漲近6%,馬鞍山鋼鐵漲近4%,鞍鋼股份漲超3%,鐵貨、重慶鋼鐵股份跟漲。消息上,隔夜美股鋼鐵概念股拉昇,消息稱歐盟將調查鋁市場,希望能在美國總統特朗普加徵鋼鋁關稅之際保護自己的市場。歐盟計劃在2025年第三季度提出對歐洲廢鋼和金屬的出口限制和關稅。有機構指出,鋼鐵企業在環保、高端化、資產結構等方面已形成明顯差異化,通過標準引領等市場化手段,優勝劣汰,可優化行業供給格局,實現行業提質升級。目前鋼鐵板塊整體估值仍處於低位,部分優質鋼鐵企業自身PB水平處於2022年以來的較低分位值。產業矛盾化解後,估值水平有望修復。(格隆匯)

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