金吾财讯 | 钢铁股走低，罕王黄金（03788）跌5.83%，天工国际（00826）跌3.93%，中国东方集团（00581）跌3.57%，马鞍山钢铁股份（00323）跌3.21%，亚太资源（01104）跌3.14%，铁货（01029）跌3.13%，鞍钢股份（00347）跌2.97%，重庆钢铁股份（01053）跌1.25%。大同证券表示，钢铁行业当前呈现供给收缩遇复产扰动、需求淡季下行确认、成本让利收窄、盈利修复停滞的格局。市场交易重心已从现实供需转向淡季累库与冬储预期，板块处低估值、低盈利底部，短期缺乏向上催化。
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