Group 1 - Steel stocks collectively rose, with China Oriental Group increasing by 5.97% to HKD 1.42, China Hanking by 5.61% to HKD 5.27, Iron Ore by 1.92% to HKD 0.53, and Chongqing Steel by 1.64% to HKD 1.24 [1] - On January 18, a safety incident occurred at Baogang Steel Plate Plant, which may lead to safety inspections across steel mills and potential temporary production cuts, providing cost and supply support [1] - Current profits per ton of steel are substantial, and under the backdrop of "anti-involution" in the industry, there is significant room for performance improvement among ordinary steel companies, indicating a potential value recovery and favorable allocation opportunities in the steel sector [1] Group 2 - Guotai Junan Securities reported that steel demand is expected to gradually bottom out; despite not considering supply policies, the industry has experienced prolonged micro-profit periods, and market-driven supply clearing is beginning to emerge [1] - The expectation is that the fundamentals of the steel industry will gradually recover, and if supply policies are implemented, the speed of supply contraction will accelerate, leading to quicker progress in the industry's upward trajectory [1]
钢铁股集体走高 钢厂安全检查预期升温 机构称或进一步导致临时减产
Zhi Tong Cai Jing·2026-01-26 06:53