马鞍山钢铁股份(00323)早盘股价上涨7.50%,现报1.72港元,成交额3849.64万港元。
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。
责任编辑:卢昱君
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.