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港股异动|煤炭股普跌电厂日耗下降需求低于预期
格隆汇 08-13 11:17
格隆汇8月13日丨煤炭股普跌,其中兖州澳大利亚(3668.HK)大跌11.41%领跌,蒙古焦煤(0975.HK)、绿领控股(0061.HK)等跌超6%。据商务部监测,7月份全国煤炭价格环比下降0.6%,其中动力煤、炼焦煤、无烟煤价格分别下降0.7%、0.6%和0.3%。近期,动力煤的中下游库存仍旧高位,港口市场报价下跌,消费逐步走淡,需求低于预期;近日高温退去,下游电厂日耗回落至70万吨附近,但电厂仍以长协煤为主;而进口煤报价弱稳,政策风险加大。
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