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煤炭股調整 後期供應有望保持增長 煤炭期貨回落
格隆匯9月10日丨煤炭股調整,港股市場兗州煤業和中煤能源跌逾4%;A股市場盤江股份跌近7%,昨日漲停的行業“巨無霸”中國神華大幅回吐6.34%。煤炭期貨回落,動力煤跌超4%,焦炭跌近2%,焦煤跌近1%。中國煤炭運銷協會表示,8月,國內煤炭增產保供政策效果逐步顯現,煤炭生產情況繼續改善。高温天氣逐漸減退,動力煤消費旺季特徵有所減弱,動力煤市場供需形勢明顯好轉,動力煤市場價格漲勢趨緩。綜合來看,隨着主產地煤炭產能加快釋放,預計後期煤炭供應有望保持增長,煤炭需求將有所減弱,煤炭市場供需形勢將繼續改善,市場煤價格將有所回落。


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