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港股異動 | 煤炭股普跌 供求持續改善 全國煤炭產量實現創紀錄的1205萬噸
格隆匯11月12日丨蒙古焦煤跌4%,兗州煤業跌3.65%,中煤能源跌超2%,中國神華等跟跌。早盤焦煤主力合約跌超4%,焦炭跌近3%。發改委消息,11月10日煤炭調度日產量達到1205萬噸,創歷史新高。其中山西、陝西、新疆等多省區煤炭產量均創近年來新高,為全國能源保供穩價工作奠定更為牢固的基礎。瑞信將中煤能源股份評級一舉由跑贏大市降至跑輸大市,以反映煤價下降趨勢預期,目標價亦由7港元大幅調低一半至3.5港元。瑞信憂慮明年上半年淡季的煤價會過高,預期淡季及新能源發電增加將對煤炭需求帶來壓力,或令煤價降至每噸600至700元人民幣。

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