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港股異動丨煤炭股走弱 國家能源局要求全力以赴抓好煤炭增產保供
格隆匯9月20日丨煤炭股走弱,蒙古焦煤大跌逾11%領跌,兗州煤業跌近6%,中煤能源跌近5%,中國神華跌3.64%。國家能源局上週五組織召開全國煤礦智能化建設工作推進會。會議強調,各地能源主管部門和煤炭企業,要堅決貫徹落實黨中央、國務院關於大宗商品增產保供穩價決策部署,強化責任擔當,把保障能源安全穩定供應作為當前首要任務盯緊抓實,在確保安全的前提下全力以赴抓好煤炭增產保供,優先保障發電供熱和民生用煤,確保人民羣眾温暖過冬。市場認識表示,下半年以來,煤炭產能釋放的信號十分強烈,特別是八月份以來,僅內蒙古一地就有36座露天煤礦取得用地批覆,九月中旬後還將有更多優質煤炭產能陸續釋放。隨着供應的增多,以及電廠階段性搶運的結束,煤炭市場供需壓力減輕。預計十月份上旬,煤價將出現高位回落。

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