港股异动 | 钢铁股集体回调，重庆钢铁股份跌超21%
7月3日，港股钢铁股昨日一度因限产传闻集体大涨，今日集体回调。其中，昨日涨幅最大的重庆钢铁股份跌超21%，中国铁钛跌超5%，鞍钢股份跌超4%。
消息面上，7月1日中央财经委第六次会议提出，“依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出”。此外，唐山环保减限产力度加大，市场流传唐山市场7月4日-15日的减排限产措施的消息。据Mysteel针对唐山全流程钢企跟踪调研，目前约半数钢厂表示有收到通知，剩余多数钢厂也表示大概率确实有
申万宏源指出，本次会议强调治理“无序竞争”和“落后产能有序退出”，均为钢铁行业当前痛点，结合年初政府工作报告提出的降能耗要求，预计后续粗钢产量调控、供给侧进一步优化均将逐步落实，行业产能过剩情况有望缓解。中信建投证券表示，当前钢铁市场处于“低库存、低价格、低需求、高供应弹性”的弱平衡状态，后续走势取决于减产力度与政策落地速度的博弈。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Most Discussed
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10