A股異動丨煤炭板塊持續走高:寶泰隆、鄭州煤電午後升停
寶泰隆、鄭州煤電午後升停、雲煤能源、安源煤業、永泰能源、陝西黑貓、華陽股份、新大洲A升超5%,安泰集團、山西焦化、遼寧能源等跟升。國泰君安研報表示,美國大選落地,特朗普的順利當選預計會促進拉動內需的相關政策加快釋放。2024年在整個需求下行壓力加大的背景下,煤炭顯示出了超預期的價格韌性,體現出供求的穩態性。展望2025年,動力煤整體的波動區間可能會進一步收窄,維持紅利的投資思路;而焦煤端,2024年驗證了行業的最底部,下游鋼鐵需求2025年在政策刺激拉動下有望復甦,迎來彈性,焦煤或為煤焦鋼產業鏈中最具彈性的品種。(格隆匯)

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