主要煤炭股漲4%-8% 發改委就明年煤炭長協籤徵求意見倡上調基準價
發改委就明年煤炭長期協簽訂履約方案徵求意見,倡基準價每噸上調至700元人民幣。煤炭股今天全面造好,尤其是神華(01088.HK)三連升兼升破50天線(17.2元),最高見18.64元,現報18.48元,續升7.9%;神華(601088.SH)A股漲9.3%收22.6元人民幣。
中煤(01898.HK)三連升兼升破20天線(4.25元),最高見4.59元,現報4.43元,續升5.7%;中煤(601898.SH)A股曾高見6.73人民幣,收市升逾5%。
兗煤(01171.HK)五連升,最高見15元,現報14.2元,續升4.3%;兗煤(600188.SH)A股曾高見26.8元人民幣,收升3.9%。此外,伊泰煤炭(03948.HK)曾一舉升破10天、20天及百天線(5.54-5.82元),最高見5.88元,現報5.8元,回升5.8%。
全國煤炭交易會公佈2022年煤炭長期合同簽訂履約方案徵求意見稿。該意見稿由國家發改委制定,其中明確2022年的煤炭長協簽訂範圍進一步擴大,覈定能力在30萬噸及以上的煤炭生產企業原則上均被納入簽訂範圍;要求發電供熱企業除進口煤以外的用煤100%簽訂長協。至於價格方面,「基準價+浮動價」的定價機制不變。意見提出,新一年的動力煤長協將每月一調。5500大卡動力煤調整區間在550元人民幣至850元人民幣之間,其中下水煤長協基準價每噸爲700元人民幣,較早前的535元人民幣上調約31%。
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