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《大行報告》華泰金控料內地動力煤價次季進一步上升 上調中資煤股評級至「增持」
阿思達克 05-10 14:36
華泰金控發表報告表示,在供應緊張下,預期動力煤及冶金煤價格於第二季會進一步上升,料動力煤現貨價格升至每噸900元人民幣(4月30日806元人民幣)及冶金煤升至每噸1,800至1,900元人民幣的水平。

報告又指,國家發改委繼續敦促提高煤炭產量以控制價格,特別是動力煤的價格,但該行認為在7月1日中國共產黨成立100週年之前,安全是煤炭生產商的重要議題,因此料煤炭生產商避免集中開採,維持產出在現水平。至於需求方面,該行預計動力煤將在旺季之前受惠於補貨,而焦炭廠利用率和新產能的增加將使冶金煤需求反彈,故該行將中資煤炭股評級由「中性」上調至「增持」。

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