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港A兩地煤炭股全線上漲,券商認為煤價整體有望維持高位
格隆匯9月28日丨港A兩地煤炭股全線上漲,A股方面,平煤股份漲停,蘭花科創接近漲停,兗州煤業漲超8%。港股方面,兗州煤業股份漲9.5%、中煤能源漲5.6%,中國神華漲3%。消息面上,動力煤期貨主力合約再度大漲4.8%,報價接近1300元/噸再創新高;焦煤漲3.5%、焦炭漲4.9%。中信證券指,近期煤炭政策密集落地,政策反覆強調增產保供、提升長協覆蓋率、大型煤企帶頭小幅降價以及“能源雙控”政策的落地執行,對短期市場情緒產生了負面影響。但保供政策完全達效還需要時間,預計行業供給緊張的格局年內難被扭轉,煤價整體有望維持高位。

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