煤炭板塊異動拉昇 旺季需求或超預期 年底有望量價齊升
格隆匯11月24日丨煤炭板塊午後異動拉昇,雲煤能源直線拉昇漲停,鄭州煤電一字板,大同煤業漲超8%,兗州煤業、新集能源、安源煤業等跟漲。近期國內動力煤市場整體高位運行。業內人士指出,冷冬天氣來臨,疊加全國性安全檢查導致產地增產不及預期,煤價看漲情緒依舊濃厚,行業有望出現量價齊升的局面。華西證券研報指出,煤炭價格將維持強勢。供給方面,“藍天保衞戰”開始,同時晉陝兩省發佈暴雪預警,兩因素疊加,供給和運輸將持續緊張。需求方面,多項經濟數據延續恢復進程,煤炭需求進入季節性順週期,預計煤價強勢將維持到年底。

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