港股异动 | 钢铁股普跌 中国东方集团(00581)跌超6% 钢铁市场仍偏弱运行
钢铁股普跌，截至发稿，中国东方集团(00581)跌6.2%，报1.21港元；鞍钢股份(00347)跌3.89%，报1.73港元；马鞍山钢铁股份(00323)跌3.76%，报1.28港元；重庆钢铁股份(01053)跌1.23%，报0.8港元。
消息面上，从中物联钢铁物流专业委员会调查、发布的钢铁行业PMI来看，2023年10月份为45.6%，环比下降0.2个百分点，显示钢铁行业偏弱运行。分项指数变化显示，尽管10月是传统的钢铁行业旺季，但今年10月旺季成色不足。市场需求弱势改善，仍处于收缩空间，整体不及预期。
东吴证券指出，目前供给端虽通过产品结构调整方式，钢企能对冲一定亏损压力，但受制于政策限制+需求端现实表现持续疲弱，预计供给短期不会有明显增量，价格方面，短期钢价受益于宏观政策及市场情绪催化略有上扬，长期来看钢价最主要支撑仍为需求端走强，因此该行预计钢材价格短期或仍维持震荡态势。
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