智通财经APP获悉，马鞍山钢铁股份(00323)转涨超5%，截至发稿，涨5.63%，报1.5港元，成交额1306.18万港元。
消息面上，据上海证券报道，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，由于中国对美国钢材出口规模较小，本次加征“对等关税”措施对我国钢材出口到美国几乎不受影响。虽然从表面上来看，会对我国出口到其它国家、并在其它国家加工后出口到美国的钢材会带来一些影响，但在全球钢材需求韧性的支撑下，这种做法只会调整贸易格局，而对我国全年的钢材出口影响并不大。
花旗就中国资源行业发表报告指出，已宣布的美国关税对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。
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