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煤炭概念持續走高 動力煤期貨漲超5%
格隆匯7月5日丨煤炭概念午後持續走高,遠興能源漲超7%,蘭花科創、新集能源漲超4%,鄭州煤電、美錦能源、潞安環能、平煤股份等跟漲。動力煤期貨午後持續擴大漲幅至逾5%,現報828元/噸。國泰君安證券研報指出,煤炭行業供給變革的推動來自供給側改革與碳中和,產能進入向下週期,供需缺口抬高煤價中樞,遠期盈利高位震盪,從資產(採礦權)及盈利(DCF)角度,行業價值有大幅重估空間。板塊估值仍處於近五年低位、近十年20%分位,均在較大上行空間。


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