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煤炭股跟隨期貨走強 機構認為煤炭板塊回調是機會
格隆匯9月22日丨煤炭板塊持續拉昇,蘭花科創漲6.8%、晉控煤業漲5.7%、開灤股份漲超4%。消息面上,動力煤期貨大漲逾5%再創新高,焦煤、焦炭期貨漲超3%。中泰證券指,短期半年維度來看,煤價風險小,煤企業績好,板塊投資的性價比非常高。伴隨整體經濟增長電力需求依然能保持正增長,供需錯配、高位煤價可能將是常態,存量產能就是高額利潤,但當前常態高煤價下面,很多公司常態利潤對應PE估值僅為3-5倍,因此煤炭資產價值重估這個邏輯還沒有結束,煤炭板塊回調可能就是機會。

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