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港股異動丨煤炭股普升 蒙古焦煤升超3% 中煤能源升近2%
港股煤炭股普遍上升,其中,蒙古焦煤升超3%,中煤能源升近2%,兗礦能源升1.5%,蒙古能源、首鋼資源、中國神華、南戈壁、兗煤澳大利亞均有升幅。消息上,國金證券日前報吿指,預計5月國內煤炭生產仍將保持高位,內貿煤價大幅調整後擠出部分成本競爭力處於劣勢的國內外供應量;進口煤價格優勢收窄,部分終端轉向採購內貿煤,對港口煤價形成一定支撐。該行又指,“高供應+高庫存+弱需求”的局面已經維持近6個月,當前市場或對利多因素較為敏感。如夏後貿易商或繼續博弈電廠迎峯度夏補庫需求釋放,5月底6月初煤價或小幅探升。但考慮到當前全社會庫存仍同比處於高位,預計升幅較小且升勢持續時間較短。(格隆匯)

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