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煤炭板塊再度走高 動力煤漲停再創新高
格隆匯10月12日丨煤炭板塊再度走高,上海能源拉昇漲停,兗州煤業漲超7%,山煤國際漲近7%,中煤能源、恆源煤電、中國神華等跟漲。動力煤主力合約早盤漲停,報1507.8元/噸,漲幅11.01%,續創合約歷史新高;焦煤主力合約漲超5%,焦炭主力合約漲超4%。中信期貨認為,山西洪水對煤炭供給和運輸的短期影響持續,產地煤礦供不應求,同時10月大秦線進入檢修期,港口調運受限,結合9月下旬發電量數據,儘管9月限電停產力度較大,但電廠日耗和火力發電並未呈現大幅下降,回落幅度小於同期季節性變化,考慮到取暖季即將到來,預計煤炭需求將仍然堅挺。

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