金吾财讯 | 钢铁股走低，中国罕王(03788)跌9.17%，鞍钢股份(00347)跌5.58%，重庆钢铁股份(01053)跌4.55%，中国东方集团(00581)跌4.08%，马鞍山钢铁股份(00323)跌3.89%。信达证券表示，基于对钢铁产业周期的研判，站在当下，在PPI位于周期性底部区间、市场流动性充裕、风险溢价上修的环境下，钢铁板块具备较强“反内卷”属性且盈利修复空间较大，优质钢铁企业具备业绩逐步修复带来的优异向上弹性，又具备供给格局改善带来的板块估值抬升空间，板块仍具有中长期战略性的投资机遇，维持行业“看好”评级。
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