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煤炭板塊再度走強 安源煤業封漲停
格隆匯6月17日丨煤炭板塊今日再度走強,安源煤業封漲停,雲維股份漲6%,山西焦煤漲超4%,開灤股份、靖遠煤電、平煤股份、冀中能源等跟漲。國家統計局昨日發佈數據顯示,5月份,生產原煤3.3億噸,同比增長0.6%,上月為下降1.8%,比2019年同期增長0.6%,兩年平均增長0.3%,日均產量1053萬噸;進口煤炭2104萬噸,同比下降4.6%。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。

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