港股异动|煤炭板块下跌和嘉控股跌逾7%
格隆汇7月26日丨煤炭板块延续前交易日弱势再度下跌,板块中,和嘉控股(0704.HK)跌7.14%、金山能源(0663.HK)跌5.08%,兖州煤业股份、中煤能源、中国神华跌逾1%。国信期货指出,进入7月中旬以来,动力煤期货价格重心持续下移,从600元平台附近逐步下跌到580元附近。而受到6月煤炭产量创年内新高,接近单月历史纪录水平影响,后期煤炭先进产能释放有望继续加快,稳定煤炭市场供应预期,保障夏季旺季需求,下游电厂库存维持近年来高位水平,压制补库存需求,动力煤市场呈现旺季不旺特征,维持弱势,后市有望再度试探550-560元附近低位。
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