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港股異動 | 煤炭股走強 美國寒潮天氣助推電力和能源價格飆升
格隆匯 02-16 13:24
格隆匯2月16日丨煤炭股走強,蒙古焦煤暴漲22.45%領漲,中煤能源漲超4%。受空前的寒潮影響,美國大部分地區氣温驟降,德克薩斯州數百萬家庭十年以來首次被迫輪流停電,能源市場陷入混亂。週一德州電網的批發電價飆升了逾10000%,至每兆瓦1.1萬美元。此外,國際油價突破60美元關口,創下13個月高位。匯豐研究發表報吿稱,近期上調對中國動力煤價格今明兩年的預測5%至12%,及海運價格6%至11%。為反映更高的煤價假設,特別是去年第四季煤價高於預期,匯豐研究上調內地煤炭行業去年盈利預測4%,而中煤能源(01898.HK)今明兩年盈測升14%至22%,中國神華(01088.HK)升5%至10%,兗州煤業(01171.HK)則升25%至30%。

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