智通财经APP获悉，钢铁股午前快速拉升，截至发稿，马鞍山钢铁股份(00323)涨7.84%，报2.89港元；鞍钢股份(00347)涨3.17%，报2.28港元；重庆钢铁股份(01053)涨2.13%，报1.44港元。
消息面上，西芒杜项目投产启动仪式在几内亚马瑞巴亚港举行。据悉，西芒杜铁矿是全球储量最大、具有成为第五大矿山的潜力。东方证券表示，凭借巨大的资源量，西芒杜项目的投产或在较大程度上打破四大矿山对铁矿石供给的垄断格局，铁矿供给格局或迎巨变。
国泰海通证券发布研报称，钢铁需求有望逐步触底；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，该行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。
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.