智通财经APP获悉，重庆钢铁股份(01053)涨超5%，截至发稿，涨4.41%，报1.42港元，成交额2091.65万港元。
消息面上，近日，重庆钢铁股份公布2025年前三季度业绩，营业收入约190.91亿元，同比减少7.32%；归属于上市公司股东的净亏损约2.18亿元，同比收窄83.82%；基本每股亏损0.02元。
国泰海通指出，行业盈利从2021年开始下降，目前已持续亏损三年时间，尾部钢企已出现亏现金流情况，供给脆弱性凸显，政策也进一步强化反内卷预期，该行认为供给端存在进一步减产甚至停产的可能，2026年供给继续存在收缩预期。政策上，近日发布的《钢铁行业稳增长工作方案(2025-2026年)》提出“继续实施产量压减政策，按照支持先进企业发展、倒逼落后低效产能退出的原则落实年度产量调控任务，促进供需动态平衡”。该行维持供给端收缩的预期，钢铁行业基本面有望逐步修复。
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