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每日牛股追蹤 | 港股有2只股票創新高,中煤能源(01898)大漲5.32%,近一年漲幅達75.38%

截至9月22日收盤,港股有2只股票創新高,分別爲中煤能源(01898)、中遠海能(01138)。(注:統計港股市場上市值>100億港元、成交額>1000萬港元,上市時間>1個月的股票)

中煤能源(01898)盤中最高觸達7.99港元,創52周新高,近一年漲幅75.38%。該股收盤上漲5.32%,報7.92港元。隨著雙碳政策的推行,短期來看,煤炭需求增速或將有所放緩,但由於當前國際能源供需偏緊,煤炭的需求仍有保障。中長期看,行業革新會導致煤炭作為發電環節的燃料需求將有所下降,但其他領域利用空間有望拓寬。我國油、氣進口占比相對較高,進口長期面臨不確定性,因此傳統煤炭作為我國能源壓艙石的地位中期內不會改變。

中遠海能(01138)盤中最高觸達8.65港元,創52周新高,近一年漲幅164.31%。該股收盤下跌4.03%,報7.85港元。招銀國際發研報指,對俄石油禁運導致歐洲將要從其他地區進口原油,全球原油運輸距離將會拉長。供給方面,油輪生產週期長,油輪供應將難以在短時間內對需求變化作出回應。近期超大型油輪(VLCC)運費升至兩年來的新高,而持續上漲的運費對油輪運營商有利,建議關注中遠海能。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。

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