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港A兩地煤炭股集體走高 寒潮來襲 動煤有望止跌企穩
格隆匯11月8日丨港A兩地煤炭股集體走高,A股煤炭股兗州煤業漲近5%,昊華能源,美錦能源漲3%,平煤股份,廣匯能源,金能科技漲2%;港股兗州煤業漲5%,蒙古焦煤漲3%,中國神華,易大宗,伊泰煤炭漲2%。國盛證券發佈研報稱,隨着增產保供以及政策限價等政策強有力執行,煤炭供應增加明顯,港口及電廠庫存有了明顯提升,煤價自前期高點已腰斬。未來隨着新一輪強冷空氣即將啟程,用煤需求預期轉好,部分電廠、水泥廠等開始詢價採購,市場新增貨釋放有所增多,市場或將企穩。目前晉陝蒙煤礦坑口價全部降至1200元/噸以下,部分煤礦價格已經下跌至1000元/噸左右。

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