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A股異動 | 煤炭板塊加速拉昇 鄭州煤電等2股漲停
格隆匯 09-08 13:44
格隆匯9月8日丨煤炭板塊午後加速拉昇,靖遠煤電、鄭州煤電漲停,安源煤業漲逾6%。川財證券指,8月份進口煤炭2066.3萬噸,較去年同期下降37.29%。認為在當前國內煤炭供需偏寬鬆背景下,後續進口煤“平控”嚴格執行將是大概率事件,若今年煤炭進口量將限制在3億噸,進口煤減量對煤炭供給的影響仍值得關注。當前時點上,基於煤炭行業中期供需平穩、估值優勢明顯等因素對板塊後續表現不悲觀。9月為傳統施工旺季,伴隨鋼鐵、水泥等上游週期品需求季節性好轉、價格上漲,市場對大週期板塊的關注度或將提升,建議關注煤炭板塊中順週期、業績彈性較大、且公司層面有環比改善的優質個股。

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