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煤炭股繼續拉昇 “絕代雙焦”起飛 焦煤焦炭連漲八輪
格隆匯 12-10 09:53
格隆匯12月10日丨煤炭股繼續拉昇,港股市場蒙古焦煤大漲近7%,易大宗漲約4%;A股市場陝西黑貓和雲煤能源漲超5%。在鋼材市場的強勢帶動之下,焦煤和焦炭兩大商品正在走出一波強勢行情。焦煤和焦炭在入冬之後接連上漲,和年初相比漲幅均接近40%,成為年內漲幅最高的商品品類。“可以説焦煤的強勢由焦炭驅動,而焦炭的強勢則是由鋼材驅動。”標普全球普氏冶金煤與焦炭分析師陸捷表示,“實際上現貨方面,國內已經有連續八輪的價格上漲出現,焦化廠與鋼廠之間的博弈也一直存在,目前的狀況是一個非常明顯的賣方市場。”

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