重庆钢铁股份(01053.HK)在上周三(10月31日)盘中大涨5.08%,报收于4.93港元。这一涨幅虽与该公司此前公布的2024年第三季度业绩不甚吻合,该公司当季亏损高达6.61亿元人民币,同比下滑38.9%。
分析人士指出,市场投资者似乎对公司亏损业绩已有所预期,不过看好了重庆钢铁的未来发展前景。一方面,随着疫情影响逐步减退,市场需求有望复苏,公司可望减轻亏损压力;另一方面,钢铁行业正处于上行周期,如果公司顺利实现产能扩充和成本控制,业绩有望在未来一两年内重现可观增长。
此外,近期中国相关政府部门也发布了支持钢铁等传统制造业复苏的政策方案,为相关企业带来积极预期,或系该股 周三大涨的诱因之一。不过详细原因有待公司进一步披露,在此之前投资者还需保持审慎态度。
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