A股異動丨鋼鐵股逆勢普漲 南鋼股份漲超4% 八一鋼鐵等多股漲超3%
A股鋼鐵股逆勢拉昇,其中,南鋼股份漲4.5%,華菱鋼鐵漲3.6%,八一鋼鐵、安陽鋼鐵、三鋼閩光漲超3%,中信特鋼、柳鋼股份、鞍鋼股份、常寶股份、武進不鏽均漲超2%。消息上,有機構指出,長期來看,產業集中度提升、促進高質量發展是未來鋼鐵行業發展的必然趨勢,具有產品結構與成本優勢的鋼企將充分受益;在環保加嚴、超低排放改造與碳中和背景下,龍頭公司競爭優勢與盈利能力將更加凸顯。華龍證券指出,財政政策預期寬鬆及市值管理落地都有望帶動板塊估值提升。需求端,行業有望在地產基建築底企穩、製造業持穩向好的支撐下保持平穩。維持行業“推薦”評級。(格隆匯)

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