智通财经APP获悉，钢铁股午后快速走高，截至发稿，铁货(01029)涨9.41%，报0.093港元；中国铁钛(00893)涨5.77%，报0.055港元；重庆钢铁股份(01053)涨5.75%，报0.92港元；鞍钢股份(00347)涨2.72%，报1.51港元；马鞍山钢铁股份(00323)涨3.39%，报1.83港元。
消息面上，12月17日，在工信部举行的“标准提升引领原材料工业优化升级大力推进新型工业化”新闻发布会上，工业和信息化部原材料工业司司长常国武表示，工信部正在会同有关方面组织修订钢铁产能的置换办法，促进行业组织结构布局结构优化和减量提质发展。同时将组织开展钢铁行业“十五五”发展规划研究，全面分析钢铁行业发展面临的新形势。
德邦证券指出，2024年在需求侧偏弱的背景下，前三季度钢铁行业利润恶化；随着国家、地方出台一系列产量调控政策，10-11月行业盈利已出现边际改善。2025年控产预期进一步增强，落后产能有望加速出清，产能整合预期坚强，钢铁供需格局或将迎来重塑。当前钢铁社会库存处于偏低位置，供需矛盾并不突出，作为“煤焦钢”下游，在产业链利润修复后，有望优先受益。
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