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煤炭板塊繼續走強 山西焦化逼近漲停 供應緊張推高煤炭價格
格隆匯9月8日丨煤炭板塊繼續走強,雲維股份封漲停,山西焦化逼近漲停,鄭州煤電漲超7%,山煤國際漲超5%,盤江股份、山西焦煤、雲煤能源、晉控煤業等紛紛跟漲。今年以來,焦煤、焦炭價格頻繁刷新歷史紀錄。焦炭主力價格在今年8月突破3000元/噸關口後,於昨日盤中創下3657.5元/噸的新高,已較年內低點上漲70% 。焦煤主力價格年內漲幅已高達78%。上半年煤炭價格一直高位運行,1月至7月,中長期合同價格均值601元/噸,同比上漲62元/噸。中國煤炭資源網的信息顯示,從供應端看,受安全、環保等因素影響,國內各主產地產量整體依舊偏低,且近期主產地煤礦開啟大排查整治活動,煤炭市場供應或進一步收緊。需求端看,下游焦鋼企業對原料煤採購積極性不減,部分供應緊張的煤種,焦企補庫仍顯困難。

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