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煤炭板塊繼續高開 山西焦化漲超8%再創新高 煤炭期貨漲勢不止
格隆匯 09-09 09:35
格隆匯9月9日丨煤炭板塊繼續高開,山西焦化漲超8%再創歷史新高,冀中能源漲停,雲維股份漲超7%,陝西黑貓、上海能源等紛紛跟漲。煤炭期貨漲勢不止,焦煤、焦炭期貨主力合約盤中漲超5%,動力煤漲超3%。國泰君安發佈研報認為,雖然當前面臨旺季淡季切換,但由於冬季的旺季時間很長、補庫的時間很短(只有9-10月),鄂爾多斯煤炭產量持續難以增加,當前電廠燃煤可用天數維持10天左右低位,電廠依然有較強補庫動力,帶來煤價超預期上漲的可能性非常大。煤炭上市公司三季度盈利增長有望加速,高經營槓桿公司業績彈性最強,“零長協”銷售公司將盡享行業紅利。

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