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港股異動 | 港A煤炭股齊升 國內煤炭消費量短期內或現強勢增長
格隆匯 12-02 11:16
格隆匯12月2日丨港A煤炭股普遍上揚,港股方面,易大宗漲超5%,中煤能源漲4%,中國神華、兗州煤業均漲超1%。A股鄭州煤電9天8漲停,安源煤業封板,中煤能源、蘭花科創等紛紛上漲。經濟增速快,必然帶動煤炭消費新一輪的需求。明年的需求可能要比今年強勢得多。中煤協預測,在國內宏觀經濟恢復性增長背景下,短期煤炭需求量將強勢上漲,預計2021年國內煤炭供需呈現緊平衡;但展望長期,煤炭消費增量空間不大。中金公司展望2021年煤炭行業,需求向好,價格平穩。

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