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港A煤炭股普漲 歐盟對俄羅斯煤炭禁運正式生效
格隆匯8月12日丨港A煤炭股普漲,東華科技漲10%,華錦股份漲6%,陝鼓動力漲5%,藍焰控股、廣匯能源漲4%;綠領控股、易大宗漲3%,伊泰煤炭漲2%,中國神華漲1%。歐盟對俄羅斯煤炭禁運當地時間11日正式生效,對俄煤炭禁運是歐盟第五輪對俄製裁系列措施之一,也是烏克蘭危機發生以來歐盟首次針對俄羅斯能源實施制裁。目前,歐盟正加大力度從南非等國採購煤炭,希望彌補市場空缺。東北證券表示,歐盟煤炭進口量佔同期全球海運煤炭貿易運載量的10.4%,歐洲禁止進口俄羅斯煤相當於市場減少了3.3%供給,歐洲將不得不在其他市場買煤,而前兩大煤炭出口國印尼和澳大利亞基本滿負荷生產,供給難以釋放。全球煤炭市場供需緊張,有望催化煤價進一步上行。國內方面,歐洲禁俄羅斯煤有可能造成3%左右全球煤炭貿易缺口,國內進口煤炭將更加困難。下半年煤炭供應偏緊。其預計8-9月煤價開啟上漲,隨後由於階段性過剩煤價有所回調,但是冬天12月存在3173萬噸的較大缺口,仍將推動煤價在冬天迎來一輪較大上漲。


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