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煤炭板塊拉昇 山西暴雨致60座煤礦停產
格隆匯10月11日丨煤炭板塊盤中拉昇,恆源煤電、上海能源漲停,兗州煤業、淮北礦業、中國神華漲超4%,開灤股份、安源煤業、平煤股份等跟漲。今年以來,國內煤炭市場供應偏緊、煤價高企,山西作為煤炭大省,在保障全國能源供應上發揮了“壓艙石”作用。適逢煤炭保供關鍵之際,山西遭遇強降雨侵襲,多地降水量打破10月上旬歷史紀錄。截至10月8日,山西已停產煤礦60座、非煤礦山372座、危化企業14家,停工在建工程1035個,山西境內多處道路也因山體滑塌而中斷。多家機構分析認為,由於全球經濟復甦直接推升了能源的需求,除了原油和鐵礦石之外,煤炭表現更加明顯,結合年內煤炭保供穩價政策來看,煤炭供應基本面持續處於偏緊狀態;同時,從近日召開的國常會會議內容來看,煤炭保供工作的重要程度進一步提升。四季度即將迎來煤電需求高峯,且今年拉妮娜現象導致冷冬出現較早,煤電需求的爆發力預計將更強,煤炭和電力的保供壓力不小,預計週期類資產仍會表現出強勢行情。

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