港股异动 | 钢铁股再度拉升行业减产计划有望提速机构看好行业盈利与估值逐步修复

智通财经2025-07-10

智通财经APP获悉，钢铁股再度拉升，截至发稿，重庆钢铁股份(01053)涨8.03%，报1.48港元；鞍钢股份(00347)涨4.3%，报1.94港元；马鞍山钢铁股份(00323)涨2.76%，报1.86港元。消息面上，中央财经委会议首提治理企业“过度竞争”，标志“反内卷”政策升级。高盛认为，钢铁业5000万吨减产计划有望提速，下半年产量或降6%。根据高盛测算，期货价格隐含的螺纹钢价差显示，钢铁...

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港股异动 | 钢铁股再度拉升 行业减产计划有望提速 机构看好行业盈利与估值逐步修复

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港股异动 | 钢铁股再度拉升行业减产计划有望提速机构看好行业盈利与估值逐步修复