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钢铁板块持续拉升 华菱钢铁等多股涨停
格隆汇 04-01 14:28
格隆汇4月1日丨钢铁板块持续拉升,华菱钢铁、本钢板材、新钢股份等多股涨停,南钢股份大涨超9%,太钢不锈涨7%,宝钢股份、三钢闽光、包钢股份等大幅跟涨。华宝证券指出,目前环保治理要求严格,高炉开工率下降,钢铁供给端收缩。在货币政策稳字当头下,钢铁股的低估值、高股息率,使得板块投资性价比高,防御性较好,未来业绩具有较大向上弹性。国泰君安认为,碳中和背景下,21 年钢铁行业或出现供需缺口。长期看,行业二十年产能扩张大周期基本结束,钢铁行业正站在新繁荣的起点,板块迎来重要投资机会。

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