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煤炭板塊走強 雙焦期貨均創新高 冬季保供大幕開啟
格隆匯9月2日丨煤炭板塊持續走強,安源煤業、雲煤能源漲停,山西焦煤、山西焦化、平煤股份漲超7%,昊華能源、晉控煤業漲超6%,靖遠煤電、淮北礦業、新集能源等紛紛走高。雙焦期貨大幅走高,焦煤主力合約漲幅擴大至近7%,再創歷史新高;焦炭主力合約盤中漲超6%,亦創新高。9月1日秦皇島煤炭網數據顯示,作為煤市風向標,8月25日至8月31日環渤海動力煤價格指數報收於690元/噸,環比上行7元/噸。近半個月來,從中央到地方政策連發,多舉措加速煤炭產能釋放,推進煤炭儲備能力建設,穩住煤炭供應基本盤。雖然距離採暖季仍有較長時日,但在今年煤炭供需緊平衡、價格大幅上漲的情況下,冬季保供大幕已然開啟。



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