港股概念追踪 |行业基本面改善 钢铁或正实现价值重估（附概念股）
记者从工业和信息化部了解到，工信部原料工业司召集宝武集团、鞍钢集团等十多家头部钢铁企业集团召开会议，会议将全面了解钢铁行业生产运行情况，深入分析当前行业发展面临的困难和深层次原因，更好推动钢铁行业平稳运行和健康发展，以便于后续制定相关政策。
东方证券认为，从“去产能”到“去产量”，钢铁行业供给刚性逐渐形成，叠加政策支持，钢铁行业正面临着新一轮的兼并重组，预计未来我国钢铁行业供给或更为有序，行业基本面或已出现明显改善，钢铁行业价值重估正当时。
同时目前普钢企业上市公司的PB(MRQ)也普遍低于1倍，，未来存在估值修复空间。
国有龙头企业凭借着资金、政策等优势也有望持续受益于此轮兼并重组及产业结构升级。
重庆钢铁股份(01053)、马鞍山钢铁股份(00323)、中国东方集团(00581)、鞍钢股份(00347)
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