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煤炭板塊高開 煤價保持強勢 行情有望繼續向好
格隆匯 05-10 09:27
格隆匯5月10日丨煤炭板塊高開,潞安環能漲超6%,陝西黑貓漲超5%,新集能源、山西焦煤、山西焦化等紛紛高開。近期煤價超預期上漲。煤炭板塊基金持倉回升明顯。煤炭板塊上市公司分紅比率提升,龍頭公司維持高比例分紅。2021一季度板塊上市公司業績隨着煤價大幅抬升。安信證券指出,在安全檢查趨於嚴格的背景下,產地供給釋放較為困難,同時下游需求較好,港口和下游電廠庫存水平處於中低位,動力煤價格預計將保持強勢,二季度業績值得期待。中信證券表示,目前煤炭行業供給受限的因素仍在持續,需求繼續維持高位,煤炭供給偏緊的格局難解。加之目前中低位的庫存水平,待後續旺季到來,大概率會引發新一輪補庫,或帶動煤價上漲超預期。

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