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港A煤炭股集體上漲 券商指中國恢復澳大利亞煤炭進口對國內煤炭市場影響有限
格隆匯1月11日丨港股蒙古焦煤漲9%,兗礦能源漲7%,伊泰煤炭、中煤能源、中國神華漲4%,蒙古能源漲2%;陝西黑貓漲停,廣匯能源漲6%,神火能源、中煤能源、中國神華漲4%。焦煤主力上漲1.66%,報1870.5元/噸;焦炭主力上漲2.63%,報2786元/噸。消息面上,中國鋼鐵企業最近開始恢復從澳大利亞進口煤炭,第一批澳大利亞煤炭預計將於2月下旬抵達。對此,我的鋼鐵發研報指,基於進口利潤考慮,進口澳大利亞煉焦煤難有大幅增量。綜合來看,由於貿易流重塑需要時間加之進口利潤並不大的情況下,即使放開澳煤進口,短時間難有大幅增量,對我國煉焦煤整體供需格局及價格影響不大。此外,多個券商唱多煤炭板塊。信達證券稱,自下而上重點關注兩條主線,一是內生外延增長空間大、資源稟賦優、公司治理優的兗礦能源、陝西煤業、中國神華、中煤能源等;二是全球資源特殊稀缺、有成長空間的優質煉焦公司山西焦煤、淮北礦業、盤江股份等。國泰君安證券表示,高分紅股東社會價值凸顯,煤炭股價值將重估。

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