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煤炭板塊持續拉昇 動力煤期貨漲超7%續創新高
格隆匯10月18日丨煤炭板塊持續拉昇,蘭花科創封漲停,昊華能源、恆源煤電漲超8%,上海能源漲超6%,安源煤業、鄭州煤電、山西焦煤、中國神華等跟漲。今日早盤動力煤期貨一度漲超7%,續創歷史新高,現漲5.35%。中信期貨認為,隨着生產端保供增產的效果顯現,在電煤端庫存達到安全邊際後,市場供給彈性也將逐步提升,市場供需環境正在逐步演化,極度緊缺的恐慌也將有所好轉;但社會庫存現實性低位依舊是影響煤炭市場中期走勢的主要因素,煤炭市場將在被動累庫存與歷史低庫存的雙重影響下繼續呈現高位震盪的格局。


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