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。
责任编辑:卢昱君
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.