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A股異動 | 煤炭股持續拉昇 多隻個股漲停
格隆匯10月18日丨煤炭股持續拉昇,恆源煤電、新集能源、蘭花科創、上海能源、安源煤業等多股漲停,昊華能源漲超8%,中國神華、兗州煤業漲超7%。動力煤主力合約觸及漲停,漲幅11%,報1829元/噸,續創歷史新高。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。海通證券研報指出,近期伴隨國際大宗商品的不斷創出新高,能耗雙控問題日益被國家重視,主流資金普遍認為碳中和碳達峯是能耗雙控的背後主線,對於大宗商品的領域影響深遠,在碳中和碳達峯目標明確的大背景下,傳統高耗能的企業的“綠色投資”值得重點關注,建議關注如煤電、煤炭等企業。

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