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煤炭板塊走高 煤炭價格上漲 多舉措加速煤炭產能釋放
格隆匯9月6日丨今早A股煤炭集體上漲,其中昊華能源漲停,山西焦化、陝西煤業和山西焦煤漲超6%,中煤能源、平煤股份和中國神華漲超5%;港股煤炭也稱上漲趨勢,蒙古焦煤漲超8%,首鋼資源漲超4%。煤炭價格創下歷史新高,焦煤漲5.87%,報2770.5元;而焦炭升3.49%,錄得3455元。中國煤炭工業協會發布《2021年上半年煤炭經濟運行情況通報》顯示,上半年煤炭價格一直高位運行。1月份到7月份,中長期合同價格均值601元/噸,同比上漲62元/噸。在煤炭價格不斷創新高的大背景下,根據國家統計局數據,2021年上半年中國規模以上煤炭企業利潤總額2068.8億元,同比增長113.8%。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。為加快釋放煤炭先進產能,國家有關部門和內蒙古自治區積極推動露天煤礦接續用地辦理,儘快恢復正常生產。繼8月下旬以來超過36座露天煤礦先後取得接續用地批覆後,9月中旬還將有產能近5000萬噸/年露天煤礦陸續取得接續用地批覆。全部正常生產後,月可增加產量700萬噸以上。

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