今日盘中，鞍钢股份（00347）股价大跌5.11%，引发市场关注。该股的下跌并非孤例，钢铁板块整体呈现疲软态势。
据报道，多只钢铁股今日早盘普遍下跌。除鞍钢股份外，找钢集团-W（06676）跌幅接近10%，马鞍山钢铁股份（00323）和重庆钢铁股份（01053）也分别下跌2.7%和1.14%。这表明钢铁行业整体面临压力。
尽管美国最近宣布对所有贸易伙伴征收对等关税，但将钢铁、铝、铜和黄金排除在外。中国金属材料流通协会执行会长兼秘书长陈雷鸣表示，虽然关税壁垒增加可能对中国钢铁出口产品有一定影响，但预计影响有限。然而，国内钢铁需求承压，通过出口消化产能已成为行业的重要选择之一。市场还在密切关注国内限产政策的落实情况，这可能会影响钢铁股的未来表现。分析人士指出，持续的上涨行情可能依赖于市场对限产的信心提升，包括明确的限产目标、指标分配方式以及相关配套措施。
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