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港股異動 | 煤炭股繼續走強,蒙古焦煤大漲19%
格隆匯2月7日丨煤炭股繼續走強,蒙古焦煤漲18.9%、易大宗漲8%,中煤能源、兗礦能源漲超4%,中國神華漲2%。消息面上,動力煤期貨大漲5.2%。國盛證券指,目前煤礦高強度的生產狀態難以持續(後續面臨3月兩會以及下半年“二十大”,安監力度或明顯加大),穩增長背景下需求無需過度擔憂,節後煤價下行空間有限,預計煤企Q1業績仍會十分亮眼;疊加多數公司經過本輪調整後,目前估值不到5倍,安全邊際極高。

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