A股異動 | 煤炭板塊拉昇 蘭花科創(600123.SH)漲近9%
格隆匯10月19日丨煤炭板塊再度拉昇,蘭花科創漲近9%,昊華能源、恆源煤電、雲煤能源均漲超4%,晉控煤業、新集能源等漲幅居前。動力煤主力合約今日開盤漲逾7%,焦炭主力合約漲逾5%。近期國家發展改革委會同有關方面多措並舉,在保障安全生產的前提下,大力推動具備增產潛力的煤礦儘快釋放產能,煤炭增產增供取得明顯成效。市場擔憂保供將打壓煤炭價格和企業盈利,國泰君安方面表示,保供將助力企業盈利向上,且提升高盈利的持續性。1)對於增產部分,基本將以長協價格的模式進行,雖然長協價格目前大幅低於現貨價格,但是其多為增量部分,將推動企業量價齊升。2)保供任務完成後,政策打壓現貨煤價的意願將大幅減小,且由於煤化工產品價格成本傳導順暢,現貨煤價仍將大幅提升,市場化銷售的煤炭企業盈利將更加具備高彈性。

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