智通财经APP获悉，钢铁股多数走高，截至发稿，马鞍山钢铁股份(00323)涨6.52%，报0.98港元；鞍钢股份(00347)涨6.42%，报1.16港元；重庆钢铁股份(01053)涨3.28%，报0.63港元；中国东方集团(00581)涨1.89%，报1.08港元。
消息面上，国泰君安指出，2024年9月20日247家钢企盈利率9.96%，环比升3.9个百分点，且已连升4周。目前行业仍维持深度亏损状态，该行认为产量增长弹性有限，而随着旺季需求继续回升，盈利率仍有修复空间。从需求端来看，地产经过去两年下行，需求占比已降至20%以下，该行预期地产对钢铁的负向拖拽将逐步下降。基建仍有望发挥托底作用，需求仍有一定支撑。制造业维持稳步增长态势，有望对冲地产端用钢需求下行。
另外，9月23日，国家发改委举行专题新闻发布会，发改委副主任赵辰昕在会上透露，中国资源循环利用集团正在筹建中，推动设立全国性、功能性资源回收利用平台。中国宝武的废钢资源回收业务有望整体并入新央企，为后续推动再生循环利用提供实体支持。
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