金吾财讯 | 钢铁股普升，鞍钢股份（00347）涨4.67%，马鞍山钢铁股份（00323）涨4.23%，重庆钢铁股份（01053）涨3.12%。国金证券数据显示，价格方面，10月8日螺纹、热卷、冷卷、中厚板均价分别为3326、3295、3785、3538元/吨，较9月24日分别上涨3元、下降22、8、16元/吨。供给方面，10月9日日均铁水降至233.84万吨，较9月24日减少1.82万吨，高炉利用率87.80%；电炉利用率57.69%，较9月24日略降。库存方面，钢材社会库存由9月25日996.39万吨降至节前975.45万吨，假期后升至1019.63万吨，累计增加23.24万吨。假期五大材表需回落、库存增加，需剔除停工影响。利润方面，钢企盈利率仍为6.93%，静态综合净利仍为负值。整体看，成本回落提供修复空间，但节后去库速度决定钢价支撑强度。
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.