重庆钢铁(01053)股价今日盘中大涨7.37%,引发市场关注。
消息面上,证监会近期发布市值管理指引,要求对主要指数成分股制定市值管理制度,长期破净公司需披露估值提升计划。钢铁行业目前存在大量低估值甚至破净公司,市值管理新规落地有望给这些公司带来估值修复。
另外,分析人士认为,在2016年供给侧改革的影响下,钢铁企业资产负债表和现金流状况持续改善,行业格局不断优化。加之即将出台的大规模化债以及地产扶持政策,钢铁行业有望在接下来迎来拐点,盈利状况有望改善。
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