智通财经APP获悉，马鞍山钢铁股份(00323)午后涨超4%，截至发稿，涨4.12%，报1.77港元，成交额1216.15万港元。
消息面上，马鞍山钢铁股份此前发盈警，预计2024年度亏损45.97亿元人民币，较上年度增加亏损约32.7亿元人民币。年内，受市场供需失衡、钢材价格低位、原料成本高企等因素影响，钢铁行业正常利润空间持续受到严重挤压，钢铁企业生产经营压力巨大。
中泰证券指出，我国已进入经济转型期，钢材消费增速趋缓不可避免。但由于我国经济仍在发展过程中，城镇化建设尚未完成，因此也不宜对房地产乃至全部用钢需求给予过分悲观的预期，叠加制造业用钢及新兴领域用钢的增长，我们预计未来我国钢材需求将长期维持稳定，若后续钢铁供给可以持续压减，钢厂利润将明显改善。
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