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港股異動丨煤炭股普跌 機構預計2025年行業供給或更爲寬鬆
格隆匯 02-17 11:14

港股煤炭股表現低迷,其中,蒙古焦煤跌2.4%,中國神華、南戈壁跌2%,中煤能源跌1%,兗煤澳大利亞、兗礦能源跟跌。消息上,中信證券此前報告指出,2024年各煤種價格繼續下跌,平均降幅在14%,無煙煤價格跌幅最大。2025年煤價展望:煤價中樞大概率下移,但具備初步的成本支撐。預計2025年行業供給或更爲寬鬆,煤價中樞有下移壓力。預計秦港5500大卡動力煤市場價格中樞或在820元/噸,同比降幅約4%,全年低點或出現在Q2;預計焦煤全年均價或在1650元/噸,同比下降約12%,或弱於動力煤。(格隆匯)

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