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A股異動 | 煤炭股集體走強 煤價形成機制完善 高油價推升煤化工企業盈利
格隆匯2月28日丨煤炭股集體走強,平煤股份漲近6%,電投能源漲近4.5%,淮北礦業漲近4%,潞安環能漲超3%,蘭花科創、昊華能源、盤江股份、山西焦煤、安源煤業等股漲超2%,中華能源、中煤能源漲近2%。國家發改委近日發佈通知,進一步完善煤炭市場價格形成機制,提出“兩個明確、三項保障”。通知指出,近期階段秦皇島港下水煤(5500千卡)中長期交易價格每噸570至770元(含税)較為合理。煤炭價格超出合理區間時,將充分運用價格法等法律法規規定的手段和措施,引導煤價迴歸。方正證券認為,油價站上90美元/桶關口,有望支撐化工品價格高位。而煤炭價格在保供措施下趨於穩定,煤化工企業盈利有望提升。另外,中央經濟工作會議已提出“新增可再生能源和原料用能不納入能源消費總量控制”。國海證券認為,隨着原料用能政策放鬆,前期被卡的煤化工項目有望落地。

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