金吾财讯 | 重庆钢铁股份(01053)早盘短线拉升，并领涨钢铁股，暂报1.11港元，涨37.04%，成交额3122.56万港元。另外，对应A股重庆钢铁(601005)涨停，报1.38元人民币。至于中国铁钛(00893)涨7.58%，鞍钢股份(00347)涨5.76%，马鞍山钢铁股份(00323)涨5.13%。消息面上，证券时报发文指，9月，受传统施工旺季预期、市场成交逐渐回暖、一揽子金融政策释放等多重利好的影响，以钢材、焦炭为代表的“黑色系”产业链商品价格整体走出低谷，呈现回暖态势。宏观经济向好背景下，钢材市场处于供需紧平衡状态。钢焦产业链企业目前正逐步走出亏损区间，产能逐步释放。行业分析人士大多认为，虽然“黑色系”商品近期已获显著涨幅，但在需求向好背景下，市场价格或仍存上行空间。华龙证券表示，政策预期向好叠加行业实际供需格局有所改善，首次覆盖给予行业“推荐”评级。该行指，五大钢材供给除冷轧卷板及中厚板周环比下跌，其他钢材均延续供给小幅增加趋势，金九银十作为传统消费旺季，存在季节性复产预期，叠加宏观利好政策不断加码，成品材价格及成交面转好，钢厂利润恢复促使近期开工率上升。
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