智通财经APP获悉，钢铁股集体走低，截至发稿，鞍钢股份(00347)跌5.81%，报1.62港元；马鞍山钢铁股份(00323)跌4%，报2.64港元；重庆钢铁股份(01053)跌1.61%，报1.22港元。
国金证券此前发布研报称，本年度钢厂春季补库已基本结束，强度较25年进一步减弱；终端需求一般，钢铁顺价幅度不足，导致行业平均盈利降低31.7元，目前吨亏53元；国内重要会议政策预期落空的影响已经基本计价完毕，地缘事件引发的滞胀预期+上游定价权博弈挤压价差构成当前钢铁板块表现压制因素。
国泰海通证券则表示，钢铁需求有望逐步触底；供给端即便不考虑供给政策，目前行业微利时间已经较长，供给的市场化出清已开始出现，我们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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