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煤炭板塊走強 淮北礦業拉昇封板
格隆匯6月24日丨煤炭板塊快速拉昇,淮北礦業封漲停,新集能源漲超9%,潞安環能漲超6%,山西焦煤、兗州煤業、昊華能源、陝西黑貓等紛紛跟漲。臨近月底,主產地煤礦停產增多,供應收緊。需求進入旺季,現貨價格繼續領漲。環渤海動力煤價格指數持續上漲,迭創一年內新高。天風證券認為,目前產地煤礦整體供應相對穩定,發運成本依舊較高,近期下游詢貨增多,港口市場情緒好轉。迎峯度夏即將開始,多數電廠庫存仍保持低位運行,後期補庫需求較強,市場開始企穩反彈,但是在政策壓力下預計漲幅有限,需多觀望政策情況,預計短期內動力煤將價格偏穩運行。

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