智通财经APP获悉，马鞍山钢铁股份(00323)盘中涨超7%，截至发稿，涨7.5%，报1.72港元，成交额3276.78万港元。
中信证券发布研报指出，今年一季度钢铁企业效益逐步改善，重点钢铁企业营业成本同比下降9.6%，钢材产品平均销售利润率同比上升0.67个百分点。该行认为，2025年Q1有望成为钢铁行业长期业绩拐点。随着行业改革的深入，产能产量的持续性削减将势在必行。供应端有望带来产量超预期收缩。同时随着钢铁行业“推进整合重组，推动落后低效产能退出”的持续推进，预计产业链利润将持续进行再分配，而钢铁行业将在再分配中受益。
中国银河证券表示，“十五五”发展谋篇布局之年，国家重大项目结构上有望更加优化，目前钢铁需求从房地产向高端制造转型过程中，国内制造业有望不断转型升级，钢厂有望继续复产，制造业对钢材需求存在刚性支撑。基建需求有望集中释放，未来总需求有望企稳回升。随着制造业转型升级进程加快，高端制造行业的钢铁需求有望边际改善。
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