港股概念追踪|治理行业无序竞争钢铁行业盈利或大幅增长（附概念股）

智通财经08-15

中钢协数据显示，2025年7月下旬，重点统计钢铁企业钢材库存量1478万吨，环比上一旬减少88万吨，下降5.6%;比年初增加241万吨，增长19.5%;比上月同旬减少67万吨，下降4.3%;比去年同旬减少127万吨，下降7.9%，比前年同旬增加29万吨，增长2.0%。智通财经APP获悉，上半年中钢协重点统计钢铁企业累计营业收入为29985亿元，同比下降5.79%；营业成本为28055亿元，同比下降...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2559148998?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-15 08:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2559148998","market":"hk","top_or_hot":-1,"title":"港股概念追踪|治理行业无序竞争    钢铁行业盈利或大幅增长 （附概念股）","media":"智通财经","content":"<div>\n<p>中钢协数据显示，2025年7月下旬，重点统计钢铁企业钢材库存量1478万吨，环比上一旬减少88万吨，下降5.6%;比年初增加241万吨，增长19.5%;比上月同旬减少67万吨，下降4.3%;比去年同旬减少127万吨，下降7.9%，比前年同旬增加29万吨，增长2.0%。智通财经APP获悉，上半年中钢协重点统计钢铁企业累计营业收入为29985亿元，同比下降5.79%；营业成本为28055亿元，同比下降...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1329898.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股概念追踪|治理行业无序竞争    钢铁行业盈利或大幅增长 （附概念股）</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股概念追踪|治理行业无序竞争    钢铁行业盈利或大幅增长 （附概念股）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-15 08:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1329898.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中钢协数据显示，2025年7月下旬，重点统计钢铁企业钢材库存量1478万吨，环比上一旬减少88万吨，下降5.6%;比年初增加241万吨，增长19.5%;比上月同旬减少67万吨，下降4.3%;比去年同旬减少127万吨，下降7.9%，比前年同旬增加29万吨，增长2.0%。智通财经APP获悉，上半年中钢协重点统计钢铁企业累计营业收入为29985亿元，同比下降5.79%；营业成本为28055亿元，同比下降...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1329898.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"YANG","symbol_name":"三倍做空富时中国ETF-Direxion","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1329898.html","article_id":"2559148998","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2559148998","pubTimestamp":1755216300,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"根据mysteel消息，自8月16日至25日根据气象条件研判，唐山独立轧钢企业，随时进行停产，8月25日至9月3日必须停产。部分独立型钢轧钢企业已收到停限产通知，若执行停限产措施，唐山地区35家调坯型钢企业日产量影响约9万吨，钢材利润有望修复。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"YANG":"三倍做空富时中国ETF-Direxion","00581":"中国东方集团","BK4614":"Manus概念股","HSTECH":"恒生科技指数","00323":"马鞍山钢铁股份","BK1594":"碳中和概念股","HSCEI":"国企指数","BK1568":"钢铁金属股","BK1505":"一带一路","BK1225":"钢铁"},"translate_title":"Hong Kong Stock Concept Tracking | Governing Disorderly Competition in the Industry Steel Industry Profits may Grow Substantially (with Concept Stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HSTECH":1,"00581":0.9,"YANG":1,"00323":0.9,"HSCEI":1},"content_text":"中钢协数据显示，2025年7月下旬，重点统计钢铁企业钢材库存量1478万吨，环比上一旬减少88万吨，下降5.6%;比年初增加241万吨，增长19.5%;比上月同旬减少67万吨，下降4.3%;比去年同旬减少127万吨，下降7.9%，比前年同旬增加29万吨，增长2.0%。智通财经APP获悉，上半年中钢协重点统计钢铁企业累计营业收入为29985亿元，同比下降5.79%；营业成本为28055亿元，同比下降6.83%；利润总额为592亿元，同比增长63.26%；平均利润率为1.97%，同比上升0.83个百分点。中国钢铁工业协会会长赵民革指出，强劲的供给能力与减弱的需求强度仍然是钢铁市场当前的主要矛盾，钢铁行业利润有所修复但持续性仍显不足。从政策层面到行业行动，近期均释放出产能治理提速的信号。财经记者采访了解到，下半年“产能治理”将成为钢铁、有色金属、建材、光伏等多行业的重要任务，相关部门、行业协会和企业都在谋划破解“内卷”之策。业内人士指出，本轮产能治理预计将通过“市场淘汰+技术替代”实现优化，企业要积极探索市场化产能出清的路径。国泰海通发布研报称，需求有望逐步触底，供给端即便不考虑供给政策，目前钢铁行业亏损时间已经较长，供给的市场化出清已开始出现，预期钢铁行业正在逐步走出底部。而若供给政策落地，行业供给的收缩速度更快，行业上行的进展将更快展开。中信建投证券研报认为，1—7月我国出口钢材6798.3万吨，同比增长11.4%，出口均价699.7美元/吨。前7个月中国出口在外部压力下展现强劲韧性，核心动力来自新兴市场开拓、高技术产品竞争力及民企活力。根据mysteel消息，自8月16日至25日根据气象条件研判，唐山独立轧钢企业，随时进行停产，8月25日至9月3日必须停产。部分独立型钢轧钢企业已收到停限产通知，若执行停限产措施，唐山地区35家调坯型钢企业日产量影响约9万吨，钢材利润有望修复。钢铁板块相关港股：马鞍山钢铁股份(00323)、鞍钢股份(00347)、中国东方集团(00581)、铁货(01029)、重庆钢铁股份(01053)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2559148998","isCrawlerRequest":true}

港股概念追踪|治理行业无序竞争 钢铁行业盈利或大幅增长 （附概念股）

精彩评论

港股概念追踪|治理行业无序竞争钢铁行业盈利或大幅增长（附概念股）