港股概念追踪 |地产利好政策集中发布 4月钢铁整体去库存进程加快（附概念股）

智通财经05-23

4月原料端价格走势出现分化铁矿由于澳巴两国发运量下降明显，同时钢厂复产持续推进，铁矿石基本面边际好转，支撑矿价震荡走强；受到铁水产量增长缓慢和补库意愿不强的影响，双焦市场需求尚显疲软，双焦价格偏弱运行。华宝证券发布研报称，4月随着钢厂供给释放逐步推进，叠加国家政策刺激下游需求，4月钢材整体去库存化速度加快。由于国内稳增长意愿较强，市场对钢材需求存在较强预期，钢铁供应增长快于需求。在强预期与弱现实下...

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