智通财经APP获悉，钢铁股昨日全线爆发，今日跌幅居前，截至发稿，重庆钢铁股份(01053)跌7.89%，报1.05港元；铁货(01029)跌4.17%，报0.092港元；马鞍山钢铁股份(00323)跌3.79%，报1.27港元；鞍钢股份(00347)跌3.07%，报1.58港元。
消息面上，中国钢铁工业协会近日表示，将加快研究推进产能治理和联合重组。中钢协已着手加快相关研究、开展专项调研，研究提出促进联合重组和完善退出机制的一揽子相关政策建议。此外，中国钢铁工业协会在北京召开三季度部分钢铁企业经济运行座谈会。钢企代表表示，四季度钢价有望迎来阶段性反弹机会，但不是反转，钢材“供强需弱”态势将长期存在。
华创证券指出，钢铁行业目前面临着需求转型阶段，整体需求强度仍处于逐步下降阶段。面对需求端的变化，供给端相对过剩，使得行业景气度较为低迷。该行认为，我国钢铁工业经过长年的高速发展，部分产能或已无法满足现阶段发展，叠加绿色发展为企业提高了准入门槛，部分企业经营困难。8月份工业和信息化部已暂停公示、公告新的钢铁产能置换项目，堵上新增产能的入口，未来若相关产能退出及联合重组机制逐步完善，行业供给有望明显改善。
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