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煤炭板塊拉昇走高 動力煤價格持續攀升 期貨價格創8年來新高
格隆匯 04-28 10:50
格隆匯4月28日丨煤炭板塊持續拉昇走高,昊華能源漲停,潞安環能逼近漲停,平煤股份漲超8%,開灤股份、蘭花科創、晉控煤業等紛紛跟漲。二季度一般是煤炭行業的淡季,但今年三四月份以來,動力煤價格逆勢攀升,期貨價格更是創8年來新高。動力煤庫存緊張,而下游火電廠補庫需求旺盛,這也導致了煤炭貿易商報價持續上探。現貨價格同比增長超50%。根據中國煤炭工業協會數據,2021年一季度我國原煤產量同比增長16%。業內人士分析,後期煤炭價格的走勢將主要取決於增產增供措施的落地效果,實際上,內蒙古、陝西等動力煤主產地受到安全、環保等因素的影響,短期內煤礦產能難以快速釋放,同時,夏季用電高峯即將來臨,自5月中旬開始,下游電廠積極備煤,增加下游需求,短期內動力煤價格仍有支撐。

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