金吾财讯 | 钢铁股普跌，恩典生命科技(02112)跌4.65%，华津国际控股(02738)跌2.63%，亚太资源(01104)跌2.04%，马鞍山钢铁股份(00323)跌1.56%。
华宝证券发报指出，上周(11.23-11.29)行业整体运行较为平稳，生产需求端小幅下滑，库存连续第七周保持去化，基本面矛盾暂时尚未激化，钢价小幅回落，钢企盈利率仍保持在50%以上的水平，螺纹钢、热卷亏损扩大，冷卷毛利持续改善。随着行业转入淡季，钢厂供给或将持续收缩；另一方面，目前库存持续去化，需求端虽然有走弱的预期，但贸易商冬储行情或将逐步打开，对钢价形成支撑，预计近期钢价维持震荡走势。持续关注下游需求变动、钢材库存变化及冬储推进情况。
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