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煤炭板塊拉昇 兗州煤業漲超9%
格隆匯7月27日丨煤炭板塊拉昇,兗州煤業漲超9%,山西焦煤、平煤股份、中煤能源等跟漲。隨着夏季用電高峯的到來,近期動力煤等現貨價格均在高位徘徊,期貨價格也水漲船高。機構觀點表示,從基本面來看,因煤礦事故所帶來的安監停產使得供給端再度發酵,旺季保供難度大增。國泰君安分析師翟堃表示,煤炭行業正在迎來供給側改革與碳中和的推動,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。板塊估值仍處於近五年低位、近十年20%分位。基於資源品高盈利彈性,看好中報行情。

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