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港股異動 | 煤炭股拉昇 煤炭供需格局依舊偏緊
格隆匯3月22日丨煤炭股拉昇,行業兩大龍頭中國神華和中煤能源均漲約5%領漲板塊,首鋼資源、伊泰煤炭和兗礦能源漲超3%。海通證券指出,從1-2月數據看,煤炭產量增幅遠高於需求增速,但煤價依然穩中有升,反映供需整體仍偏緊。考慮到全球煤炭資源緊張、俄烏局勢等情況,能源安全必將得到進一步重視,因此增產保供基調或貫穿全年,預計全年煤炭產量增速在去年高基數情況下仍有望穩健增長。信達證券表示,當前正處在煤炭經濟新一輪週期上行的初期,基本面、政策面、公司面共振,現階段配置煤炭板塊正當時。按照煤炭行業週期特性,目前已進入煤炭消費淡季,但是我國電力消費結構發生改變,導致全社會用電量繼續高速增長,電煤需求旺盛

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