过去多年，A股钢铁板块与螺纹钢价格走势高度同频。但从2024年9月开始，两者却罕见地分道扬镳——钢铁板块一路高歌，累计涨幅超过80%，一举回到2021年10月的高位水平。而螺纹钢价格却仍在3000元/吨附近徘徊，处于近十年来的底部区域。
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