马鞍山钢铁股份(00323.HK)今日盘中大涨超5%,引起了市场的广泛关注。从新闻报道来看,公司自身并无重大利好消息。
不过,由于中金等机构预期国内制造业有望维持较高景气,基建工程投资或将边际改善,因此分析师对钢材的供需形势持乐观态度。同时,随着国家住房和土地利用政策向积极方向调整,房地产市场或有望止跌回稳,从而利好钢材消费。
另外,2024年国家已暂停钢铁产能置换政策,2025年钢铁供给难有增量。分析人士认为,在政策驱动下,钢铁行业的存量产能优化或将进一步加速,行业整合加速或将带来结构性机会,业内龙头企业如马钢股份将因此获益。
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