智通财经APP获悉，鞍钢股份(00347)尾盘跌超5%，截至发稿，跌4.66%，报1.125港元，成交额1316.59万港元。
消息面上，鞍钢股份近期发布业绩预告，预计2026年上半年亏损约20.47亿元，同比扩大约83.59%。从单季度来看，鞍钢股份第一季度亏损14.57亿元，第二季度预计亏损约5.9亿元。尽管第二季度环比有所改善，但上半年整体亏损规模仍创下近年同期新高。
国泰海通证券发布研报称，随着地产下行，地产端钢铁需求占比持续下降，预期地产对钢铁需求的负向拖拽影响已明显减弱；基建、制造业端用钢需求有望平稳增长。从供给端来看，目前行业仍有约60%的钢企亏损，供给市场化出清已开始出现。我们维持供给端收缩的预期，钢铁基本面有望逐步修复。
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