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煤炭板塊走高 多機構看好 行業維持較高景氣度
格隆匯6月16日丨煤炭板塊今日走高,恆源煤電封漲停,陝西黑貓漲超6%,中煤能源漲超4%,平煤股份、華陽股份、兗州煤業等跟漲。中信證券指出,目前安監、需求、進口成本進一步上升等支撐煤價維持高位的基本面因素還在強化,預期仍有改善的空間。板塊中“破淨”及盈利向好的龍頭公司,估值吸引力仍然較強。中泰證券指出,2021年煤價中樞抬升會帶動煤企業績普遍增長,碳中和政策進一步限制行業資本開支而未來若干年需求仍會有明顯增長,煤炭行業未來幾年預計維持較高景氣度。華西證券表示,煤炭板塊上市公司的二季度業績預計將量價齊升、同比大增,供給端來看由於多地安全事故,預計6月底之前國內產量仍偏緊,而需求仍有強勁支撐。

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