港股异动 | 煤炭股拉升 机构称煤炭板块行情有望继续向好
格隆汇5月10日丨煤炭股拉升,蒙古焦煤大涨近19%,中国秦发涨超16%,中国神华涨近6%。近期煤价超预期上涨,煤炭板块上市公司分红比率提升,龙头公司维持高比例分红。2021一季度板块上市公司业绩随着煤价大幅抬升。中信证券研报指出,目前煤炭行业供给受限的因素仍在持续,需求继续维持高位,煤炭供给偏紧的格局难解。加之目前中低位的库存水平,待后续旺季到来,大概率会引发新一轮补库,或带动煤价上涨超预期。行业二季度价格及盈利环比改善趋势明确,同比增幅继续扩大,板块大涨之后,基本面依然支撑行情继续向好。

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