Hong Kong Stocks Movement | Steel Stocks Decline Collectively as Institutions Note Significant Valuation Recovery, Focus on Future Supply Contraction Pace

Stock News14:34

Steel stocks experienced a collective decline in Hong Kong trading. As of press time, CHONGQING IRON (01053) fell 4.72% to HKD 1.21, ANGANG STEEL (00347) dropped 4.06% to HKD 1.89, and MAANSHAN IRON (00323) decreased 3.64% to HKD 2.38.

An institutional report indicated that this year's production restriction policies have shown limited effectiveness. Market participants anticipate steel mills to translate anti-internal competition measures into tangible production cuts, which could accelerate profit recovery in the sector.

Since Q3 last year, the sector's valuation has undergone substantial recovery, shifting from severely undervalued to moderately low levels. Current valuations show minimal bubbles and do not yet reflect expectations for further profit recovery, suggesting continued potential for absolute returns.

Analysts noted that demand may gradually bottom out. Even without policy intervention, prolonged industry losses have begun triggering market-driven supply adjustments, potentially leading to gradual fundamental improvements. Should supply-side policies materialize, faster contraction in production capacity could accelerate the sector's upward trajectory.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1199839025?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-09 14:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1199839025","market":"hk","top_or_hot":-1,"title":"Hong Kong Stocks Movement | Steel Stocks Decline Collectively as Institutions Note Significant Valuation Recovery, Focus on Future Supply Contraction Pace","media":"Stock News","content":"<p>Steel stocks experienced a collective decline in Hong Kong trading. As of press time, CHONGQING IRON (01053) fell 4.72% to HKD 1.21, ANGANG STEEL (00347) dropped 4.06% to HKD 1.89, and MAANSHAN IRON (00323) decreased 3.64% to HKD 2.38.</p>\n<p>An institutional report indicated that this year's production restriction policies have shown limited effectiveness. Market participants anticipate steel mills to translate anti-internal competition measures into tangible production cuts, which could accelerate profit recovery in the sector.</p>\n<p>Since Q3 last year, the sector's valuation has undergone substantial recovery, shifting from severely undervalued to moderately low levels. Current valuations show minimal bubbles and do not yet reflect expectations for further profit recovery, suggesting continued potential for absolute returns.</p>\n<p>Analysts noted that demand may gradually bottom out. Even without policy intervention, prolonged industry losses have begun triggering market-driven supply adjustments, potentially leading to gradual fundamental improvements. Should supply-side policies materialize, faster contraction in production capacity could accelerate the sector's upward trajectory.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks Movement | Steel Stocks Decline Collectively as Institutions Note Significant Valuation Recovery, Focus on Future Supply Contraction Pace</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stocks Movement | Steel Stocks Decline Collectively as Institutions Note Significant Valuation Recovery, Focus on Future Supply Contraction Pace\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2025-12-09 14:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Steel stocks experienced a collective decline in Hong Kong trading. As of press time, CHONGQING IRON (01053) fell 4.72% to HKD 1.21, ANGANG STEEL (00347) dropped 4.06% to HKD 1.89, and MAANSHAN IRON (00323) decreased 3.64% to HKD 2.38.</p>\n<p>An institutional report indicated that this year's production restriction policies have shown limited effectiveness. Market participants anticipate steel mills to translate anti-internal competition measures into tangible production cuts, which could accelerate profit recovery in the sector.</p>\n<p>Since Q3 last year, the sector's valuation has undergone substantial recovery, shifting from severely undervalued to moderately low levels. Current valuations show minimal bubbles and do not yet reflect expectations for further profit recovery, suggesting continued potential for absolute returns.</p>\n<p>Analysts noted that demand may gradually bottom out. Even without policy intervention, prolonged industry losses have begun triggering market-driven supply adjustments, potentially leading to gradual fundamental improvements. Should supply-side policies materialize, faster contraction in production capacity could accelerate the sector's upward trajectory.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1505","symbol_name":"一带一路","start_time":0,"source_url":"","article_id":"1199839025","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1199839025","pubTimestamp":1765262056,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Steel stocks experienced a collective decline in Hong Kong trading. As of press time, CHONGQING IRON (01053) fell 4.72% to HKD 1.21, ANGANG STEEL (00347) dropped 4.06% to HKD 1.89, and MAANSHAN IRON...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1505":"一带一路","01053":"重庆钢铁股份","BK1568":"钢铁金属股","00323":"马鞍山钢铁股份","BK1225":"钢铁","00347":"鞍钢股份","BK1594":"碳中和概念股"},"translate_title":"港股动向|机构注意到估值修复显著钢铁股集体下挫关注未来供给收缩节奏","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00323":1,"00347":1,"01053":1},"content_text":"Steel stocks experienced a collective decline in Hong Kong trading. As of press time, CHONGQING IRON (01053) fell 4.72% to HKD 1.21, ANGANG STEEL (00347) dropped 4.06% to HKD 1.89, and MAANSHAN IRON (00323) decreased 3.64% to HKD 2.38.\nAn institutional report indicated that this year's production restriction policies have shown limited effectiveness. Market participants anticipate steel mills to translate anti-internal competition measures into tangible production cuts, which could accelerate profit recovery in the sector.\nSince Q3 last year, the sector's valuation has undergone substantial recovery, shifting from severely undervalued to moderately low levels. Current valuations show minimal bubbles and do not yet reflect expectations for further profit recovery, suggesting continued potential for absolute returns.\nAnalysts noted that demand may gradually bottom out. Even without policy intervention, prolonged industry losses have begun triggering market-driven supply adjustments, potentially leading to gradual fundamental improvements. Should supply-side policies materialize, faster contraction in production capacity could accelerate the sector's upward trajectory.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1199839025","isCrawlerRequest":true}