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發改委明言幹預煤價飆升 中港煤炭股下挫 中資火電股續漲逾4%-8%
內地動力煤期貨主力合約連日飆停,昨天每噸飆升至1,982元人民幣屢創紀錄高,發改委終於出手明言幹預,消息公佈後,內地動力煤期貨昨晚已跌破1,800元人民幣。 本港煤炭股今天全面隨A股同業板塊(挫6.9%)下跌,尤其是兗煤(01171.HK)連跌兩天,今早股價一舉跌破20天及10天(14.65元/14.76元),最低見13.3元,現報13.78元,續挫9.2%;兗煤A股跌停報29.42元人民幣。 神華(01088.HK)連跌第二天兼失守10天及20天線(18.4元及17.96元),最低見17.16元,現報17.9元,續跌3.8%;神華A股跌近7%曾低見21.5元人民幣。 中煤(01898.HK)今早考驗50天線(5.49元),最低見5.35元,現報5.48元,續跌6.3%;中煤A股曾跌停,現報8.17元人民幣,急挫9.8%。 首鋼資源(00639.HK)及易大宗(01733.HK)跌4.6%及3.3%,分別低見2.25元(失守百天線)及0.86元(剛爲10天線)。伊泰煤炭(03948.HK)四連跌,今早股價考驗20天線(6.5元),最低見6.39元,現報6.53元,續跌2.5%。蒙古焦煤(00975.HK)失守百天線(2.57元),最低見2.45元,現報2.54元,跌5.9%。恆鼎(01393.HK)低見0.385元,現報0.405元,跌5.8%。 相反,火電股全面連續第二天反彈,尤其是華電(01071.HK)重越10天及20天線,最高見3.21元,現報3.17元,續升8.2%;華電A股漲停報4.48元人民幣。 華能(00902.HK)重越10天線,最高見4.16元,現報3.98元,續升5.3%;華能A股漲停報7.45元人民幣。 大唐發電(00991.HK)重越50天、10天及20天線,最高見1.5元,現報1.44元,續升5.9%;大唐A股漲停報3.1元人民幣。 中國電力(02380.HK)及潤電(00836.HK)續升4.3%及6.8%,分別高見3.79元及20.2元,前者股價重越10天線;後者股價重越50天及10天線。 國家發改委表示,因應近期煤炭價格快速上漲,屢創歷史新高,大幅推高下遊行業生產成本,對電力供應和冬季供暖產生不利影響,社會各方面反映強烈。針對上述情況,當局將運用《價格法》規定的一切必要手段,研究幹預煤炭價格具體措施,促進煤炭價格迴歸合理區間,將與有關部門排查穩價工作的問題,協調解決,嚴厲打擊散播虛假信息、價格串通、哄擡價格、囤積居奇等違法行爲,切實維護市場秩序。
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