港股異動 | 煤炭股拉昇 機構稱煤炭板塊行情有望繼續向好
格隆匯5月10日丨煤炭股拉昇,蒙古焦煤大漲近19%,中國秦發漲超16%,中國神華漲近6%。近期煤價超預期上漲,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。中信證券研報指出,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。行業二季度價格及盈利環比改善趨勢明確,同比增幅繼續擴大,板塊大漲之後,基本面依然支撐行情繼續向好。

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