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港股異動 | 煤炭板塊繼續走強 坑口煤價單月上漲超10%
格隆匯8月16日丨港股煤炭板塊繼續走強,易大宗(1733.HK)漲13.4%,伊泰煤炭(3948.HK)、久泰邦達能源(2798.HK)漲超5%,中國神華(1088.HK)漲逾1%。近期,動力煤價格再次進入上行通道,進入8月份,陝西省6300大卡動力煤坑口價格已達到每噸870元,較七月初漲幅超10%;港口5500大卡動力煤價格每噸接近1000元。開源證券指,進入中報季,煤企迎來業績釋放期,同時下半年業績有望持續改善,當前市場仍未對該趨勢準確定價,煤炭板塊低估值特點突出,持續看好煤炭股估值迴歸。

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