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港股異動 | 煤炭板塊尾盤加速拉昇 伊泰煤炭(3948.HK)漲6.5%
格隆匯 05-12 16:07
格隆匯5月12日丨煤炭板塊尾盤加速拉昇,金馬能源(6885.HK)漲10.8%、蒙古焦煤(0975.HK)漲8.7%、伊泰煤炭(3948.HK)漲6.5%。消息面上,動力煤主力合約大漲近6%,並再度創下新高944.2元/噸。華西證券指出,短期來看淡季需求仍偏旺且補庫將開啟,供給端暫無明顯增加,全環節庫存偏低,目前煤價仍處於強勢上漲的趨勢中。從基本面來看煤價沒有大跌基礎,未來增產保供的落實程度是煤價走勢的關鍵,若煤價繼續暴漲,不排除供給端出現增產保供的概率,但在目前的淡季情況下尚無明顯的實際產量邊際增加,我們維持上半年乃至今年動力煤價中樞抬升的判斷,目前來看煤價大超預期。

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