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煤炭板塊大幅走強 陝西煤業(601225.SH)漲停續創新高
格隆匯8月31日丨煤炭板塊大幅走強,陝西煤業午後封住漲停板,股價續創歷史新高;山西焦煤、山煤國際均封漲停,兗州煤業衝擊漲停,大漲超9%,晉控煤業漲超8%,潞安環能、中煤能源、華陽股份等紛紛大幅拉昇。近期,多家公司陸續披露了半年報。上半年,由於需求旺盛,帶動了業內企業業績的大漲。面對中報煤炭企業業績大好的情況,華西證券指出,在需求旺盛和全產業鏈庫存低位的情況下,認為短期煤炭仍將處於高位區間。同時,電廠在未來煤礦增產預期下,預計放緩旺季的採購節奏,轉移至後續的淡季補庫,因而判斷即將到來的淡季或將不淡。安信證券研報指出,下游方面,夏季用煤高峯已經接近尾聲,日耗呈現小幅回落趨勢,但港口以及電廠庫存仍然偏低,9月東北電廠冬儲在即,且前期錯峯生產的水泥等行業迎來生產旺季,煤價仍有支撐。

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