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港股異動丨鋼鐵股普漲 鞍鋼股份漲超5% 重慶鋼鐵漲超3%
格隆匯 04-01 11:32
港股鋼鐵股普遍上漲,其中,鞍鋼股份漲超5%,重慶鋼鐵漲3.5%,中國東方集團漲超3%,鐵貨、馬鞍山鋼鐵股份漲超1%。消息上,日前,八一鋼鐵、崑崙鋼鐵、閩新鋼鐵、昆玉鋼鐵等鋼廠發佈消息稱,爲推動新疆鋼鐵行業減量發展,自3月24日起,粗鋼日產量減少10%。有行業人士直言,該消息讓近期震盪下跌的鋼材價格有了希望。根據國家統計局的數據,2024年新疆粗鋼產量爲1290萬噸,若減量10%,粗鋼年產量將降爲1161萬噸,將是2019年以來新疆最低產量。“新疆地區鋼廠的控產只是開始,後續將有更多其他地區的鋼廠進行控產和減產。”華寶期貨研發部黑色研究員武秋婷說。(格隆匯)

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