金吾财讯 | 钢铁股延续升势，中国东方集团(00581)涨10.99%，沪港联合(01001)涨3.61%，重庆钢铁股份(01053)涨3.11%，马鞍山钢铁股份(00323)涨2.18%，鞍钢股份(00347)涨0.81%.民生证券表示，7月19日，雅江水电站项目宣布正式开工，根据特钢协会估计，项目特钢需求量约400-600万吨，远超同类水电工程，其中中厚板、高牌号硅钢、不锈钢及耐蚀、高强结构钢为核心品类。同时，“反内卷”政策持续发酵，焦煤因严查超产产能领涨黑色系品种，而钢材供需两端均有预期，即时利润大幅扩张。长期来看，推动落后产能有序退出将是未来的主线，市场化、行政化手段相结合，粗钢供给有望进一步优化，叠加远期铁矿新增产能的逐步释放，钢企盈利能力有望修复。
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