港股异动 | 钢铁股下挫，鞍钢股份、马鞍山钢铁股份跌超5%！年内钢材价格经历显著下跌，关注行业供给侧变革

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11月18日，港股钢铁股盘中下跌，鞍钢股份、马鞍山钢铁股份跌超5%，重庆钢铁股份跌近5%。中信建投发布研报称，2025年钢材价格经历显著下跌，核心矛盾集中于供需错配、成本支撑弱化及政策效应滞后等因素。当前市场处于“低库存、低价格、低需求、高供应弹性”的弱平衡状态，后续走势取决于减产力度与政策落地速度的博弈。该行认为，近年来围绕粗钢总量控制的政策较多，但效果不如2021年那般明显，行业盈利能力恶化，...

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港股异动 | 钢铁股下挫， 鞍钢股份、马鞍山钢铁股份跌超5%！年内钢材价格经历显著下跌，关注行业供给侧变革

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港股异动 | 钢铁股下挫，鞍钢股份、马鞍山钢铁股份跌超5%！年内钢材价格经历显著下跌，关注行业供给侧变革