三大煤股探頂 首鋼/江銅/中鋁/馬鋼/中國東方漲9%-13%
發改委上周四宣布無限期暫停中澳戰略經濟對話機制下的一切活動後，刺激內地煤炭價格持續上漲探頂。中信證券指，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，預計炭煤供給偏緊格局難解。此外，銅價創十年高，鋁價也逼近新高，其餘商品及資源價格也反覆探頂。
相關股今天逆市受捧，尤其是中鋁(02600.HK)六連漲屢探頂，最高見5.24元，創逾38個月高，現造5.26元，急漲11%，成交增至1.75億股；中鋁A股漲停報5.78元人民幣新高。江銅(00358.HK)再度逼近2月所創52周高位，最高見22.25元，現造22.15元，急漲9.4%，成交增至3,808萬股，江銅A股急漲9.6%。
華泰金控料內地動力煤現貨價第二季進一步上漲，調高中資煤股評級至「增持」。三大煤炭神華(01088.HK)、中煤(01898.HK)及兗煤(01171.HK)延續上周升勢，今天股價齊破頂，最高見18.32元、5.02元及11.08元，分別創逾2年高、近6年高及近3年高，現造18.16元、5.01元及11.04元，升逾5.5%-7%，後者升幅最大；兗煤A股、神華A股及中煤A股升逾2%-3.5%。
主要從事開採、加工、運送及銷售煤炭業務的蒙古焦煤(00975.HK)更曾高見3.18元，創逾兩個月高，現漲19%報3.1元，成交增至1,730萬股。伊泰煤炭(03948.HK)曾高見5.69元創半年高。
主要業務包括焦煤炭開採及焦煤產品之生產和銷售的首鋼資源(00639.HK)五連升，股價漲8.9%報2.32元即市高位，成交已達1,552萬股。
南戈壁-S(01878.HK)及易大宗(01733.HK)回升14%及15%，分別報1.9元及0.46元，後者成交急增至5,296萬股。
主要從事產售鋼鐵產品、鋼鐵產品及鐵礦石貿易等業務的中國東方集團(00581.HK)高見3.27元，創16個月高，現造3.24元，續漲13%，成交急增至4,552萬股。
馬鋼(00323.HK)急漲12%報4.58元，僅次於2018年2月中旬所創高位4.75元；馬鋼A股升3.7%。鞍鋼(00347.HK)高見6.18元，為2018年8月以來最高，現造6.17元，回升5.6%，成交增至4,442萬股，鞍鋼A股升3.5%。重鋼(01053.HK)五連升屢探頂，最高見2.9元，剛為2015年6月所造高位，現造2.87元，續升6.7%，成交已達8,244萬股。
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