金吾财讯 | 钢铁股晋升，截至发稿，华津国际控股(02738)涨13.33%，中国铁钛(00893)涨8.57%，重庆钢铁股份(01053)涨6.12%，中国罕王(03788)涨3.86%，马鞍山钢铁股份(00323)涨3.21%。消息面上，7月1日，中央财经委员会第六次会议召开，明确要求依法治理企业低价无序竞争，推动落后产能有序退出，释放国家层面“反内卷”政策新信号。消息面上，中金指出，展望2H25，在反内卷背景下，钢铁产量调控有望落地，叠加处于底部的库存周期有望伴随市场预期的回升反转，行业供需改善可期。与此同时，炉料格局恶化，进一步提升盈利周期修复的确定性与弹性。目前钢铁行业正处在大周期底部反转的左侧，看好行业盈利与估值逐步修复。
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