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港股異動丨煤炭股普跌 電煤日耗不斷走低,港口報價開始回落
格隆匯10月31日丨港股市場兗礦能源大跌7.5%,中煤能源跌超4%;A股市場安泰集團逼近跌停,陝西煤業跌超6%。上週,動力煤整體呈現供增需減格局,前期因大會限產的煤礦逐漸復產,沿海八省電廠煤炭日耗不斷走低,動力煤終端庫存不斷累積,使得港口煤價開始回落。寶城期貨研報稱,進入十一月以後,預計產地疫情以及大秦線運量低的問題將逐步得到緩解,屆時港口煤價仍有進一步下行的空間。

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