港股異動 | 煤炭股走強 寒潮來襲!煤炭“三兄弟”止跌反彈
格隆匯11月3日丨煤炭股走強,兗州煤業漲超7%,蒙古焦煤漲逾3%,中煤能源漲逾2%。經過持續性的暴跌之後,煤炭系跌勢終於暫緩!週三早盤,焦煤主力合約漲6.71%,焦炭主力合約漲逾5%,動力煤漲4.3%,短線有止跌企穩的跡象!中央氣象台預計,受寒潮影響,11月4日至7日我國自西北向東南將有一次大風降温天氣過程,部分地區有較強雨雪,東部海域有大風。我國大部地區氣温將先後下降8℃―10℃。海通期貨動力煤研究員趙若晨表示,大範圍降温必然引發耗煤量的增加,特別是北方供暖增長會促進煤炭需求。另外,寒潮來襲帶來的降雪也會對煤炭運輸帶來壓力。此外,陝西、內蒙等主產地的大風、雨雪天氣對煤炭外運和港口裝卸亦有影響,之前港口的加速累庫節奏或將有所放緩。


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