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港股异动 | 重庆钢铁(01053)跌6%领跌板块 多家钢企中期盈警 短期钢厂亏损仍未明显改善
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日内，钢铁股延续低迷，板块刷新年内低点。日前，重庆钢铁(01053)、鞍钢股份(00347)等多股发布中期盈警。机构指，短期钢厂亏损局面仍未明显改善，Q2钢铁行业归母净利将比Q1弱。

智通财经APP获悉，日内，钢铁股延续低迷，板块刷新年内低点。日前，重庆钢铁(01053)、鞍钢股份(00347)等多股发布中期盈警。机构指，短期钢厂亏损局面仍未明显改善，Q2钢铁行业归母净利将比Q1弱。截至发稿，重庆钢铁(01053)跌5.77%，报0.98港元；中国东方集团(00581)跌5.33%，报1.60港元；鞍钢股份(00347)跌4.10%，报2.57港元；马鞍山钢铁(00323)跌3.20%，报2.12港元；西王特钢(01266)跌5.58%，报0.186港元。

国泰君安本周表示，短期钢厂亏损局面仍未明显改善，检修减产增多，钢材产量持续下降。目前板块需求正处于磨底阶段，后期随着被抑制的需求加速回补，钢铁板块有望迎修复行情。海通证券最新周报称，预计2022Q2钢铁行业归母净利弱于Q1。2021年Q2钢铁板块归母净利526亿元，是历史最好的季度。考虑到钢价走低叠加成本上行，我们预计2022年Q2钢铁行业归母净利将比Q1弱。

Disclaimer:This article represents the opinion of the author only. It does not represent the opinion of Webull, nor should it be viewed as an indication that Webull either agrees with or confirms the truthfulness or accuracy of the information. It should not be considered as investment advice from Webull or anyone else, nor should it be used as the basis of any investment decision.
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