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A股異動 | 煤炭板塊走強,華陽股份等股漲停
格隆匯8月26日丨煤炭板塊走強,華陽股份、雲維股份漲停,兗州煤業漲7.4%,山西焦化、山煤國際漲6%。昨日,動力煤、焦炭、焦煤期貨主力合約均漲逾3%。中信證券指,動力煤供給緊張格局短期難逆轉,價格有望逐季上漲。按照目前市場預期,煤炭板塊平均P/E估值還在7~8倍左右,業績向好的龍頭公司估值在6倍,依然處於被低估值的水平。二季度基金重倉煤炭行業市值規模佔比僅0.56%,依然低配0.22pct。在基本面景氣維持高位、板塊龍頭估值具備吸引力的情況下,板塊的配置需求短期或有增加,在機構低配的條件下,板塊上漲阻力也較小。

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