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煤炭板塊繼續走高 8月焦炭或迎供需兩旺
格隆匯8月6日丨煤炭板塊午後繼續走高,美錦能源封漲停,開灤股份漲超9%,冀中能源、山西焦煤漲超8%,平煤股份漲超7%,潞安環能、淮北礦業、陝西黑貓等紛紛跟漲。天風證券認為,8月份焦炭將由供需雙弱轉為供需兩旺,總體供需或呈緊平衡的狀態。鋼鐵和焦炭同屬國內品種,限產的底層邏輯相似,目前鋼廠利潤有所恢復,而焦炭現貨已落地一輪提漲,供需兩旺下,焦炭市場可能繼續提漲。

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