智通财经APP获悉，马鞍山钢铁股份(00323)涨超4%，截至发稿，涨4.69%，报2.68元，成交额5055.38万港元。
消息面上，近期，马鞍山钢铁股份发布2026年第一季度报告，营业收入177.18亿元，同比下降8.79%；归属于上市公司股东的净利润4236.65万元，上年同期亏损1.44亿元；基本每股收益0.01元。光大证券指出，26Q1中钢协会员企业钢铁主业效益同比下滑86%，公司一季度归母净利为0.42亿元、扣非净利为-0.06亿元，同比、环比均有所向好，一定程度上体现了公司的韧性。
信达证券表示，2026年4月，我国钢材出口量环比增长、进口量环比下降，净出口规模扩大。短期内，出口增加有效分流国内供给，对钢材价格走势形成正面支撑。该行认为，在供需格局中长期改善、短期成本支撑强化及板块估值偏低的三重逻辑下，钢铁板块有望迎来价值修复，配置价值凸显。
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