钢铁股走高 鞍钢股份涨超7% 马鞍山钢铁涨超6%

金融界
03 Mar

港股钢铁股集体拉升,其中。中国铁钛涨9.6%,鞍钢股份涨超7%,马鞍山钢铁涨超6%,重庆钢铁涨5.6%,中国东方集团涨2.5%。

消息上,工信部此前发布新版《钢铁行业规范条件(2025年版)》,与此同时中辉期货对近期的减产传闻评价称,压产将有助于钢材企业进一步转型升级。东海期货预计,一旦政策落地,最直接的影响是行业利润的阶段性扩张,但扩张路径可能和之前也有所不同,且扩张幅度可能低于上一轮政策,预计可能到300-400元/吨之间。此外,2025年是“十四五”规划的收官之年,钢铁行业作为碳排放大户,面临着完成能耗和碳排放目标的艰巨任务。

责任编辑:栎树

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