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煤炭板塊走強 山西焦煤逼近漲停
格隆匯6月23日丨煤炭板塊午後大幅走強,山西焦煤拉昇逼近漲停,中煤能源漲超7%,兗州煤業、陝西黑貓、山西焦化等跟漲。據市場監管總局官網消息,近日,市場監管總局價監競爭局與國家發展改革委價格司赴全國煤炭交易中心開展聯合調研,瞭解煤炭市場運行和價格變動情況,並召開座談會,研究做好煤炭等大宗商品保供穩價工作。銀河證券指出,碳中和的提出推動煤炭行業進入新一輪供給側改革,迎來高質量發展契機。動力煤龍頭企業資本開支高點已過,經營戰略趨於保守,行業產能加速收縮牽引龍頭煤企經營壁壘不斷提升;進口煤因價格上漲較快吸引力降低;礦難頻發導致安監壓力加大,整體供給緊張局面不變。季節性考慮,“迎峯度夏”動力煤消費旺季即將到來,支撐動力煤消費提升及煤價高位。

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