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三大國企煤炭股升4%至6% 跑贏A股
三大國企煤炭股今早(22日)跑贏A股,尤其是本週五放榜的中國神華(01088.HK)五連升,最高見22.05元,現報21.95元,續升5.3%,成交2,023萬股;神華A股(601088.SH)僅升1%,報26.36元人民幣。 本週四放榜的中煤能源(01898.HK)五連升,最高見5.36元,現報5.35元,續升5.9%;中煤A股(601898.SH)升1.5%,報7.39元人民幣。 本月30日放榜的兗礦能源(01171.HK)繼昨天扭三連升回吐,守穩20天線(20.4元)後,今早股價高見21.7元,現報21.4元,回升4.6%;兗礦A股(600188.SH)升1.9%,報35.06元人民幣。 國家發改委上週印發通知並召開動員部署會,安排近期對各地和中央企業2022年煤炭中長期合同簽訂履約情況開展專項覈查。通知要求,各地和有關企業要對照簽訂履約政策要求進行自查梳理,不符合要求的抓緊整改。煤炭企業簽訂的中長期合同數量應達到自有資源量的80%以上,發電供熱企業年度用煤應實現中長期供需合同全覆蓋,每筆煤炭中長期合同必須在合理區間內明確價格水平或執行價格機制。
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