信達證券:供需同步縮量 煤炭價格或將保持堅挺
信達證券認為,在需求轉淡同時供給受限、庫存下滑的背景下,煤炭價格或將保持堅挺。70年大慶即將到來,主產地環保安監有所加強,部分煤礦已控制生產節奏,煤價止跌上漲。此外,下游六大電煤炭庫存跌破1600萬噸,水電也即將進入乏力期,東北地區提前啟動冬儲拉運,民用塊煤需求釋放,價格小幅上漲,疊加主要外運鐵路逐步開展秋季集中修,多因素作用下產地情緒轉好,整體有回暖之勢。積極關注西山煤電(國改預期)、淮北礦業、平煤股份等以及煤炭供應鏈管理與金融公司瑞茂通。
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