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港股異動丨煤炭股普漲 中煤能源漲超3% 中國神華漲1.2%
港股煤炭股普漲,其中,中煤能源漲超3%,兗礦能源、蒙古焦煤漲2.4%,南南資源漲1.8%,中國神華漲1.2%。消息上,中金研報稱,隨着煤炭供需持續寬鬆,價格不斷探底,供應強度也有所減弱。4月原煤產量同比增幅在去年同期因安監導致的低基數上收縮至4.7%,進口量亦繼續下滑。不過,需求端尚未有好轉跡象,4月規上發電量同比僅增長0.9%,其中火電下滑了2.3%,水電在高基數下同比亦下降了6.5%。煤炭基本面的企穩可能要看到電力需求的明顯回升。

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