金吾财讯 | 钢铁股集体上扬，马鞍山钢铁股份(00323)涨8.4%，鞍钢股份(00347)涨5.56%，重庆钢铁股份(01053)涨4.94%。中信建投期货表示，整体来看，由于宏观政策方面驱动，钢厂利润有所修复导致钢厂复产进程加快叠加钢厂库存水平极低，且市场对后续财政政策抱有期待，进一步提升钢厂生产积极性，预计产量将继续回升。而本期库存因受到假期物流等原因有所累库，预计假期结束后消费或进行回补。同时原料方面支撑整体偏强，目前焦炭已经进行第五轮提涨，部分钢厂预计在8号对于焦炭提涨50元/吨，对于钢价将形成支撑。
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