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A股異動丨煤炭股普漲 港口煤迎來上漲 9月上旬煤炭市場淡季不淡
格隆匯 09-18 10:20
格隆匯9月18日丨煤炭股普漲,陝西煤業漲逾6%,平煤股份和盤江股份漲近4%。據中證資訊,9月上旬,煤炭市場淡季不淡,港口煤價迎來上漲,5500大卡市場動力煤價格累計上漲25元/噸。中下旬,預計港口煤價繼續保持堅挺,將保持高位震盪、相對穩定的走勢。從供求關係看,供給端,中秋、國慶“兩節”將至,煤礦安全生產更加嚴格,煤炭供應偏緊。需求端,部分電廠將在9月中下旬進行提前存煤,同時基建工程開工率迅速回升,建材、水泥、化工等非電力行業用煤需求逐漸升温。

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