2024年10月28日,钢铁股早盘集体走强,其中鞍钢股份(00347)盘中一度大涨超过10%,引起市场关注。从相关新闻看,引发鞍钢股价大涨主要有以下两方面原因:
一方面,中国钢铁工业协会表示,将加快推进钢铁行业产能治理和联合重组。旨在淘汰落后产能,推动优质产能集中,防止"僵尸企业"产能复活。这一政策将有助于遏制行业产能过剩、缓解恶性竞争,市场预期行业回暖导致板块集体上涨。
另一方面,鞍钢股份最新财报显示,该股营收和净利润虽有下滑,但管理层通过精简业务布局、削减成本支出等举措,以期迎来扭亏为盈的好转。大部分券商也给予该股"持有"或"买入"的中性或乐观评级。
行业整体向好加上鞍钢股份自身基本面企稳,或是导致该股股价大涨的主要原因。市场预计,随着政策红利加持和公司内部改革,该股未来表现值得期待。但也有分析指出,股价暴涨或存在一定泡沫,后续仍需警惕调整风险。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.