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煤炭股逆市上漲 煤炭運銷協會:保價保供保生產
格隆匯1月21日丨煤炭股逆市上漲。Q4業績大超市場預期,山煤國際漲停;平煤股份、蘭花科創、安源煤業漲超3%;晉控煤業、冀中能源、兗礦能源跟漲。在最近一週時間內,動力煤價格已經上漲了11%。此外,今日中國煤炭運銷協會組織召開了部分大型煤炭企業經濟運行分析會議,參會企業表示,下一步將紮實推進煤炭產運需銜接和煤炭中長期合同履約工作,繼續做好煤炭保供穩價工作,保持煤炭正常生產,保障發電供熱和原料用煤需求。國泰君安近日發研報稱,去年12月底的煤價是煤炭市場至暗時刻的底部。今年1月之後,印尼進口煤受限影響疊加發改委要求部分北方省份電廠補庫,煤價開啟反彈,伴隨春節後保供節點逐步清晰,煤炭市場預期將迎反轉。


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