智通财经APP获悉，钢铁股跌幅居前，截至发稿，马鞍山钢铁股份(00323)跌3.89%，报2.47港元；鞍钢股份(00347)跌3.69%，报2.09港元；重庆钢铁股份(01053)跌2.9%，报1.34港元。
民生证券发布研报称，供给端，钢厂利润继续下行，利润压制下铁水、钢材产量小幅下降；需求端，旺季需求不及预期，螺线、热卷表需偏弱，高产量下热卷出现累库，其他品种库存也维持相对高位。短期来看，钢材利润端已下降至亏损100元/吨左右，供给端或将出现市场化减产，库存压力或将缓解；长期来看，产能调控仍将是长期主线。
国泰海通证券发布研报称，地产对钢铁需求的负向拖拽影响已明显减弱，需求有望逐步触底；供给端即便不考虑供给政策，目前行业亏损时间已经较长，供给的市场化出清已开始出现，预期钢铁行业基本面有望逐步修复。而若供给政策落地，行业供给的收缩速度更快，行业上行的进展将更快展开。
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