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港股異動 | 煤炭股集體走高 四季度煤炭行業將回歸基本面
格隆匯11月23日丨港A兩地煤炭股集體走高,港股兗州煤業股份漲8%,蒙古焦煤,中煤能源漲3%,中國神華,伊泰煤炭漲1%;A股華陽股份漲近7%,昊華能源,兗州煤業漲4%,美錦能源,平煤股份,神火股份漲2%。銀河證券發研報稱,隨着冬季用煤需求愈加旺盛,煤價短期大幅下調後或將趨於穩定,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。隨着電價定價機制改革不斷推進,煤炭行業有望獲得更加廣闊的發展空間。


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