港股异动丨钢铁股普涨 马鞍山钢铁涨近4% 鞍钢股份涨超3%

格隆汇
18 Mar

港股钢铁股普遍上涨,其中,天工国际涨近6%,马鞍山钢铁涨近4%,鞍钢股份涨超3%,铁货重庆钢铁股份跟涨。消息上,隔夜美股钢铁概念股拉升,消息称欧盟将调查铝市场,希望能在美国总统特朗普加征钢铝关税之际保护自己的市场。欧盟计划在2025年第三季度提出对欧洲废钢和金属的出口限制和关税。有机构指出,钢铁企业在环保、高端化、资产结构等方面已形成明显差异化,通过标准引领等市场化手段,优胜劣汰,可优化行业供给格局,实现行业提质升级。目前钢铁板块整体估值仍处于低位,部分优质钢铁企业自身PB水平处于2022年以来的较低分位值。产业矛盾化解后,估值水平有望修复。(格隆汇)

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