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港A煤炭股拉昇 供給端受限疊加下游補庫需求 煤炭價格淡季上漲
格隆匯 05-06 10:19
格隆匯5月6日丨港股南戈壁暴漲逾37%表現最佳,中煤能源、兗州煤業均漲近4%;A股山煤國際漲停,冀中能源、山西焦煤漲超6%,陝西煤業等均有漲幅。國內商品期貨早盤持續拉昇上揚,焦煤大漲超5%,動力煤大漲4.5%。4月以來煤炭價格一路攀升。其中,動力煤現貨價格同比漲50%,期貨價格創出八年來新高。焦煤今年已有多輪提價,價格漲至近兩年高位。供需錯配是煤炭價格拉漲的主因。供給方面,安全、環保等各類檢查頻繁,產地開工受限,市場供應量大幅下滑;需求方面,水泥、化工等工業企業用煤用電需求積極,電廠存煤庫存處於低位,迎峯度夏期臨近,補庫意願較強。

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