港股異動 | 煤炭板塊跟隨期煤走強,兗州煤業(1171.HK)漲超5%
格隆匯7月13日丨港股煤炭板塊大漲,久泰邦達能源(2798.HK)、兗州煤業股份(1171.HK)漲超5%,中煤能源(1898.HK)漲4%。消息面上,焦煤主力合約大漲4.7%,動力煤漲3.8%。華西證券指,全國多地迎來夏季高温,而全產業鏈煤炭庫存尤其是電廠庫存仍處低位,電廠即使7月有進口和長協儲備,要度過7/8兩月的旺季仍有較重的補庫任務。供給端來看,7月進口煤量的邊際增量或有限,而國內產量本週來看雖恢復至6月的水平,但仍暫無明顯的增產增供跡象。整體來看在需求支撐和電廠庫存低位的情況下,認為除非政策直接壓制,短期動力煤價仍偏強。

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