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煤炭股再度活躍 機構稱煤價有望再次衝擊千元大關
格隆匯 04-16 10:18
格隆匯4月16日丨煤炭股再度活躍,港股市場兗州煤業股份和伊泰煤炭均漲約6%;A股市場遼寧能源和晉控煤業漲停,兗州煤業逼近漲停。對於板塊的投資機會,國盛證券分析認為,煤價易漲難跌,待短暫回調後劍指千元。短期內,在政策調控背景下,煤炭市場熱度有所降温,下游用户觀望心態加劇,部分前期低成本集港資源加速出貨兑現利潤,導致煤價弱勢調整,但幅度十分有限。長期而言,雖然發改委有意“增供穩價”,但實際效果或不及預期。考慮到當前社會庫存整體偏低外加淡季補庫或遠不及預期,在夏季用煤高峯來臨前,下游終端用户集中補庫難以避免,屆時有望帶動煤價再次衝擊千元大關。

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