马鞍山钢铁股份(00323)今日盘中股价大涨5.6%,报1.32港元,成交量增加,引发市场关注。主要原因是市场预期中国近期出台的房地产刺激政策,有望进一步稳定钢铁等基础建材的需求,支撑钢铁股走势。
资讯显示,评级机构惠誉预计,内地房地产刺激措施公布后,将有助于稳定建材等基础材料的需求,提高生产商信心,实现更合理定价。不过该机构同时指出,钢材行业当前仍面临下游需求疲软、产能未大幅退出等挑战。
与此同时,钢铁行业整体今日走势向好,从盘面看多家公司股价齐涨,如重钢股份(01053)大涨20%,鞍钢股份(000898)也有1.32%升幅。马钢自身最新财报数据显示,第三季度实现营收471亿港元,市盈率在6.98倍左右,评级机构看好评级较为中性。这或许也是市场追捧该股的一个因素。
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