A股異動 | 煤炭股走低 晉控煤業(601001.SH)跌7%
格隆匯11月2日丨煤炭股震盪走低,晉控煤業(601001.SH)跌7%,昊華能源跌逾4%,山西焦煤、上海能源、中煤能源、新集能源、平煤股份等跌逾3%。動力煤主力合約最低跌至888.8元/噸,一度跌超5%,現圍繞900元/噸一線震盪。華泰期貨認為,隨着全國保供措施的全面展開,相關部門總共核增近3億噸產能,近期煤炭供應顯著提升,電廠供煤,庫存等提升較為明顯。同時,相關部門對於煤炭高價格採取強壓態勢,坑口與港口現貨均呈大幅下跌趨勢,預計現貨價格仍將隨着政策的進一步出台而回落。銀河證券曾指,近期政策調控加碼,市場情緒受到較大影響。綜合來看,預計今冬至明春,煤炭需求尤其是發電供熱用煤需求將比較旺盛,煤炭供應有望保持增長,煤炭市場供需將逐漸由偏緊向基本平衡方向發展。待市場情緒釋放完畢,四季度煤炭行業仍將回歸基本面。

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