港股異動 | 煤炭板塊逆勢走強 動力煤上漲超預期
格隆匯5月25日丨煤炭板塊逆勢走強,伊泰煤業(3948.HK)漲7.37%、鴻寶資源(1131.HK)漲3.3%、中國神華(1088.HK)漲1.35%。華西證券指,上週動力煤港口價格上漲之強勁大超市場預期,CCI 5500動力煤指數單週上漲52元/噸至543元/噸,週一到週四連續4天漲幅超過10元/噸,單週上漲11%。短期來看本輪煤價反彈能夠持續到6月初,後續隨着電廠為應峯度夏主動補庫,以及7-8月的旺季來臨,今夏氣温在厄爾尼諾現象下大概率偏高,來水在去年高基數下亦大概率偏枯,預計未來三個月動力煤價整體趨勢向上。

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