智通财经APP获悉，钢铁股今日普跌，截至发稿，鞍钢股份(00347)跌5.41%，报1.4港元；重庆钢铁股份(01053)跌4.44%，报0.86港元；马鞍山钢铁股份(00323)跌1.84%，报1.6港元。
消息面上，据中国证券报报道，钢铁行业“冬储”往往自上年11月份开始，一直延续到次年2月份。记者日前了解到，2024年-2025年“冬储”时间已过半，“冬储”情况整体不及预期，多数地区较为平淡。对于2025年钢铁行业需求情况，业内人士预计，下游需求或出现分化。其中，建筑用钢需求可能继续下滑，但降速有所收窄；工业用钢需求保持一定韧性，特种钢需求相对旺盛。
湘财证券指出，随着淡季深入，短期内需求下滑仍将持续，而供给端在年末高炉检修如期进行的影响下同样如此，行业在供需双弱格局下偏弱。后期仍需关注钢厂冬储情况，在冬储意愿未有改善之前，钢价偏弱的趋势难改。渤海证券表示，在春节影响下，随着下游陆续放假，预计行业供需将继续下滑，钢材累库压力下短期钢价或震荡偏弱运行。
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