今日盘中，鞍钢股份（00347.HK）股价出现大幅下跌，跌幅高达20.36%，引发市场广泛关注。该股属于今日整体表现低迷的钢铁板块。
分析人士指出，此次钢铁股集体重挫主要受到贸易摩擦担忧升级的影响。虽然钢铁产品不直接受到美国新关税措施的影响，但其下游制成品将受到波及。根据钢联测算，预计整体影响量不低于2000万吨，约占总需求的2%，这可能对钢材价格造成压力。
此外，鞍钢股份近期业绩表现不佳也可能是导致股价下跌的另一因素。公司最新财报显示，净利润为-76.91亿港元，每股收益为-0.82港元，反映出公司当前面临严重的经营压力。尽管如此，部分券商仍对公司保持乐观态度，认为随着"稳增长"政策的推进和供给侧改革的深化，钢铁行业供需形势有望保持平稳，高端钢材领域可能会有良好发展。投资者需密切关注后续行业政策和公司经营状况的变化。
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