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A股異動丨煤炭股走強 動力煤價迎來新一輪上漲
格隆匯 11-30 14:12
格隆匯11月30日丨煤炭股走強,鄭州煤電連續第二日漲停,行業龍頭中國神華漲3.63%。中信證券研報指出,在下游需求持續釋放的背景下,港口動力煤價迎來新一輪上漲,目前已突破630元/噸。目前供給依然偏緊,庫存維持中等水平,在需求釋放的情況下,煤價易於上漲。加之行業盈利逐季環比改善顯著,中期改善的邏輯明確,利好行業預期修復。我們認為在資金推動和板塊輪動的效應下,煤炭板塊在短暫調整後,有望進入新一輪反彈

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