马鞍山钢铁股份现涨超3% 机构预期国内制造业有望维持较高景气

新浪港股
07 Jan
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  马鞍山钢铁股份(00323)盘中涨超4%,截至发稿,股价上涨3.31%,现报1.56港元,成交额6041.56万港元。

  中金指出,展望2025年钢铁行业,预期国内制造业有望维持较高景气,基建实物工作量或将边际改善,但贸易政策扰动下海外需求仍存在不确定性,且钢厂在较高的经营获现压力之下供给亦难见大幅收缩,内需的结构性改善难遏钢价下行。2024年工信部已暂停实施钢铁产能置换,2025年钢铁供给难有增量,同时政策驱动下的存量产能优化或将进一步加速,结构性机会可期。

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