煤炭股逆市受捧 兗礦升幅擴至13%再破頂 專家料年底前煤價高企
恆指及國指現報19,193及6,567,續跌1.3%及1.6%,總成交額735億元。然而,內地煤炭股今天逆市受捧,美銀引述專家指煤炭行業9月下旬迎催化劑。兗礦(01171.HK)午後升幅擴大,最高見35.75元再創上市新高,現報35.6元,急漲12.7%,成交增至2,717萬股;兗礦A(601888.SH)急漲9.7%報54.08元人民幣。
兗煤澳大利亞(03668.HK)三連升,尤其是今天除淨中期股息折合2.9087元後,股價曾高見34.35元,現報34.2元,續漲10%,成交已達527萬股。
中煤(01898.HK)重越10天線,現報7.62元即市高位,回升逾7%;中煤A(601898.SH)漲逾6%曾高見10.78元人民幣。今天起重新「染藍」的神華(01088.HK)重越10天線,午後高見26.1元,現報26元,回升4.8%;神華A(601088.SH)漲逾6%曾高見32.75元人民幣。
伊泰煤炭(03948.HK)重越10天線,最高見12.6元,現報12.42元,回升5.8%。蒙古焦煤(00975.HK)升3.9%曾高見2.17元。首鋼資源(00639.HK)回升6%曾高見2.7元。秦發(00866.HK)回升2.7%曾高見0.405元。
然而,久泰邦達能源(02798.HK)繼上周五急彈40%兼錄得2.3億股罕見大成交後,今天股價回吐34%報0.92元,成交3,129萬股。
美銀證券引述《中國煤炭資源網》分析師馮東斌指,內地煤業9月下旬開始將迎來積極催化劑,主因是疫情影響和中共「二十大」前的進行安全檢查導致供應中斷、中央政府能源「安全穩定供應」政策將持續至明年3月及華北地區冬季補貨需求,料將支持年底煤價高企。
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