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煤炭板塊走強 焦煤主力合約漲超3%
格隆匯7月13日丨煤炭板塊走強,兗州煤業漲近6%,蘭花科創漲超5%,山西焦煤、晉控煤業、新集能源、陝西黑貓等跟漲。國內煤炭期貨走高,焦煤主力合約漲超3%,動力煤主力合約漲超2%;焦炭主力合約短線快速拉昇,漲超1%。興業證券研報 指出,需求方面,盛夏臨近,煤炭日耗同比增幅明顯;供給方面,煤炭生產陸續恢復至停產前狀態,但新增供給有限;庫存方面,北方和下游港口庫存下降,剛需補庫迫在眉睫,預計短期煤價將維持高位震盪。


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