港股异动 | 钢铁股午后拉升,重庆钢铁股份涨超120%!传唐山环保减限产力度加大

老虎资讯综合
Jul 02

7月2日,港股钢铁股午后拉升,重庆钢铁股份涨超120%,鞍钢股份涨超40%,中国东方集团涨超22%,马鞍山钢铁股份涨超17%。

消息面上,近日市场流传唐山市场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。6月25日Mysteel烧结矿数据显示,唐山市12家钢铁企业(产能占比60%),烧结矿日产27万吨,产能利用率83%;若按照计划执行限产政策后,产能利用率或将下降至70%,烧结矿日产或将减少3万吨。

华创证券此前指出,今年以来,主要原燃料价格持续回落,钢厂成本端降幅较为明显,为钢材利润提供一定保障。因此,钢厂盈利水平有所修复。但当前而言,需求支撑相对较弱,利润的修复主要来自于成本端让利。未来若粗钢调控工作实质性落地,行业供给有望开始回落,一方面进一步压制原燃料价格,另外改善供需关系支撑钢价,进而有望带来钢材利润的更大弹性。

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