智通财经APP获悉，马鞍山钢铁股份(00323)盘中涨超7%，截至发稿，涨5.1%，报1.65港元，成交额1556.17万港元。
消息面上，花旗近期就中国资源行业发表报告指出，已宣布的美国关税对钢铁相关子行业影响不大，预计中国出口将普遍面临下行压力，并影响中国大宗商品，反过来促使政府出台更多刺激政策提振内需，并确保供给侧纪律性，从而平衡供需动态。该行期待中央政府推出更多供给侧改革，以短期内调整钢铁供应，看好马鞍山钢铁股份等业内个股。
另据上海证券报报道，针对美国“对等关税”政策影响，多家钢铁行业上市公司回应称，中国对美国钢材出口规模较小，本次加征关税措施对我国钢材出口到美国几乎不受影响。在全球需求支撑下，钢材全年出口总量预计保持稳定，贸易格局重塑不改基本面。
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