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港股異動丨煤炭股普跌 產業鏈復甦仍面臨挑戰
格隆匯 06-12 11:49
格隆匯6月12日丨煤炭股普遍下跌,久泰邦達能源大跌8.5%,中國神華跌3%,中煤能源跌1%。3月以來,山西省的煤炭生產運輸行業快速復工復產,呈現產運兩旺局面,釋放了經濟復甦的積極信號。然而,受下游市場恢復較慢等因素影響,煤炭全產業鏈復甦仍面臨庫存和價格劇烈波動、進口煤衝擊等關鍵隱患,亟待化解。另外,山西年產60萬噸以下煤礦年底前全部退出,山西優化煤炭產業結構,煤礦數將減至900座以內。

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