宝钢股份下跌3.05% 政策博弈与成本扰动共振

智选洞察2025-07-31

宝钢股份早盘表现疲弱，截至09点40分，公司股价报7.32元/股，下跌3.05%。【政策博弈与成本扰动共振】宝钢股份近期净流出主要受政策预期与大宗商品价格波动双重影响。工信部7月多次提及钢铁行业供给收缩政策，刺激市场对产能优化的预期，7月22日成交额创6.72亿元年内峰值。但成本端压力同步加剧，焦煤期货周内涨幅超32%，铁矿石价格攀升导致盈利预期承压，7月25日单日主力资金净流出超7600万元。...

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