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港股異動丨煤炭股走強 業內預計煤價反彈可以持續到2023年
格隆匯 04-22 15:25
格隆匯4月22日丨南戈壁-S、兗煤澳大利亞均漲12.6%,蒙古焦煤漲近10%,中煤能源等均有漲幅。據悉,在俄烏衝突之下,海運貿易損失的煤炭量達到1.1億噸。業內人士表示,俄烏衝突之下全球煤炭貿易中斷,因此煤炭價格的漲勢應該可以延續到明年。銀河證券指出,煤價高位運行推動煤企一季度業績大增。煤炭板塊股息率位於各行業前列,板塊動態市盈率不到10倍。預計十四五期間,煤炭消費仍能保持確定性正增長。

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