中国东方集团等钢铁股:25 年供给侧优化迫在眉睫 钢铁股

和讯网
07 Mar

【3 月 7 日,港股钢铁股显著拉升!】其中,中国东方集团、鞍钢股份涨超 7%,重庆钢铁涨超 5%,马鞍山钢铁涨超 4%。消息显示,华泰证券称,2025 年钢铁行业或开启新一轮供给侧优化周期。此前两轮供给侧优化启动前,行业景气度明显下行,且政府机构在各类会议上不断提及控产必要性。预计 2025 年中国钢铁行业需求或略降,供给过剩压力仍存,新一轮供给侧优化迫在眉睫。该行指出,若钢铁行业减产 3000...

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