煤炭股反彈走高 安源煤業(600397.SH)封漲停
格隆匯11月20日丨煤炭股反彈走高,安源煤業封漲停,雲煤能源漲超6%,陝西黑貓、新集能源等跟漲。11月18日,山西省晉中市平遙峯巖煤焦集團二畝溝煤礦發生重大瓦斯爆炸事故。19日平遙地區煤礦接到通知全面停產整頓。受此消息影響夜盤焦煤2001合約跳空高開,截止收盤上漲2.65%,受焦煤上漲帶動,焦炭亦大幅上漲,時隔1個月焦炭01重新站上1800元/噸。平安證券認為,高庫存壓制下,煤炭價格已經跌到綠色區間內。預計11月火電需求保持高位,化工和水泥用煤需求平穩,在進口煤收縮、水電回落、進入冬季用煤旺季等因素的影響下,煤炭價格以穩為主。
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