Group 1 - Steel stocks experienced a rapid increase, with Maanshan Iron & Steel Co., Ltd. rising by 7.84% to HKD 2.89, Angang Steel Company Limited increasing by 3.17% to HKD 2.28, and Chongqing Iron & Steel Company Limited up by 2.13% to HKD 1.44 [1] - The commencement ceremony for the Simandou project was held at the port of Maribaya in Guinea, which is noted to be the largest iron ore reserve globally and has the potential to become the fifth-largest mine [1] - According to Dongfang Securities, the launch of the Simandou project may significantly disrupt the monopoly of the four major mines on iron ore supply, leading to a substantial change in the iron ore supply landscape [1] Group 2 - Guotai Junan Securities released a report indicating that steel demand is expected to gradually bottom out; despite prolonged industry losses, market-driven supply adjustments are beginning to emerge [1] - The firm anticipates a gradual recovery in the fundamentals of the steel industry, and if supply policies are implemented, the speed of supply contraction may accelerate, leading to a quicker industry upturn [1]

消息面上，西芒杜项目投产启动仪式在几内亚马瑞巴亚港举行。据悉，西芒杜铁矿是全球储量最大、具 有成为第五大矿山的潜力。东方证券表示，凭借巨大的资源量，西芒杜项目的投产或在较大程度上打破 四大矿山对铁矿石供给的垄断格局，铁矿供给格局或迎巨变。 国泰海通证券发布研报称，钢铁需求有望逐步触底；供给端即便不考虑供给政策，目前行业亏损时间已 经较长，供给的市场化出清已开始出现，该行预期钢铁行业基本面有望逐步修复。而若供给政策落地， 行业供给的收缩速度更快，行业上行的进展将更快展开。 智通财经APP获悉，钢铁股午前快速拉升，截至发稿，马鞍山钢铁股份(00323)涨7.84%，报2.89港元； 鞍钢股份(00347)涨3.17%，报2.28港元；重庆钢铁股份(01053)涨2.13%，报1.44港元。 ...