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《大行报告》华泰金控料内地动力煤价次季进一步上升 上调中资煤股评级至「增持」
阿思达克 05-10 14:36
华泰金控发表报告表示,在供应紧张下,预期动力煤及冶金煤价格於第二季会进一步上升,料动力煤现货价格升至每吨900元人民币(4月30日806元人民币)及冶金煤升至每吨1,800至1,900元人民币的水平。

报告又指,国家发改委继续敦促提高煤炭产量以控制价格,特别是动力煤的价格,但该行认为在7月1日中国共产党成立100周年之前,安全是煤炭生产商的重要议题,因此料煤炭生产商避免集中开采,维持产出在现水平。至於需求方面,该行预计动力煤将在旺季之前受惠於补货,而焦炭厂利用率和新产能的增加将使冶金煤需求反弹,故该行将中资煤炭股评级由「中性」上调至「增持」。

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