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煤炭板塊拉昇走高 7月全國煤炭價格環比上漲2.4%
格隆匯 08-10 10:31
格隆匯8月10日丨煤炭板塊拉昇走高,晉控煤業漲近9%,美錦能源漲近7%,陝西黑貓、華陽股份、山西焦化、雲煤股份等跟漲。據商務部監測,7月份全國煤炭價格環比上漲2.4%,同比上漲21.3%,其中動力煤、二號無煙塊煤和煉焦煤價格環比分別上漲2.9%、1.5%和1%。天風證券近日表示,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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