三大煤股探顶 首钢/江铜/中铝/马钢/中国东方涨9%-13%
发改委上周四宣布无限期暂停中澳战略经济对话机制下的一切活动後，刺激内地煤炭价格持续上涨探顶。中信证券指，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，预计炭煤供给偏紧格局难解。此外，铜价创十年高，铝价也逼近新高，其余商品及资源价格也反覆探顶。
相关股今天逆市受捧，尤其是中铝(02600.HK)六连涨屡探顶，最高见5.24元，创逾38个月高，现造5.26元，急涨11%，成交增至1.75亿股；中铝A股涨停报5.78元人民币新高。江铜(00358.HK)再度逼近2月所创52周高位，最高见22.25元，现造22.15元，急涨9.4%，成交增至3,808万股，江铜A股急涨9.6%。
华泰金控料内地动力煤现货价第二季进一步上涨，调高中资煤股评级至「增持」。三大煤炭神华(01088.HK)、中煤(01898.HK)及兖煤(01171.HK)延续上周升势，今天股价齐破顶，最高见18.32元、5.02元及11.08元，分别创逾2年高、近6年高及近3年高，现造18.16元、5.01元及11.04元，升逾5.5%-7%，後者升幅最大；兖煤A股、神华A股及中煤A股升逾2%-3.5%。
主要从事开采、加工、运送及销售煤炭业务的蒙古焦煤(00975.HK)更曾高见3.18元，创逾两个月高，现涨19%报3.1元，成交增至1,730万股。伊泰煤炭(03948.HK)曾高见5.69元创半年高。
主要业务包括焦煤炭开采及焦煤产品之生产和销售的首钢资源(00639.HK)五连升，股价涨8.9%报2.32元即市高位，成交已达1,552万股。
南戈壁-S(01878.HK)及易大宗(01733.HK)回升14%及15%，分别报1.9元及0.46元，後者成交急增至5,296万股。
主要从事产售钢铁产品、钢铁产品及铁矿石贸易等业务的中国东方集团(00581.HK)高见3.27元，创16个月高，现造3.24元，续涨13%，成交急增至4,552万股。
马钢(00323.HK)急涨12%报4.58元，仅次於2018年2月中旬所创高位4.75元；马钢A股升3.7%。鞍钢(00347.HK)高见6.18元，为2018年8月以来最高，现造6.17元，回升5.6%，成交增至4,442万股，鞍钢A股升3.5%。重钢(01053.HK)五连升屡探顶，最高见2.9元，刚为2015年6月所造高位，现造2.87元，续升6.7%，成交已达8,244万股。
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