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A股異動丨反內卷持續推進,鋼鐵股繼續強勢,西寧特鋼、酒鋼宏興、柳鋼股份升停
A股市場鋼鐵股繼續活躍,其中,盛德鑫泰升超14%,西寧特鋼、酒鋼宏興、柳鋼股份升停,八一鋼鐵、包鋼股份等跟升。消息面上,在日前舉辦的第十屆陝晉川甘鋼企高峯論壇上,與會鋼企代表達成“強化自律控產”的共識。大家認為,落實好中央提出的破“內卷”要求,加強行業自律,將為實現區域鋼鐵產業有序、有質、有效發展發揮重要作用。中國鋼鐵工業協會副會長駱鐵軍表示,上半年,鋼鐵行業實現利潤的一部分來源於焦煤等燃原料的價格下跌,鋼鐵企業要清醒地認識下半年需求未發生根本性變化的現實,加強行業自律。分析人士指出,鋼鐵交易邏輯已從爐料讓利為主轉向供給收縮與爐料下跌共同改善行業景氣度。

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