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港股異動丨煤炭股普漲 蒙古焦煤漲超7% 中國神華漲超2% 高溫致電煤需求穩中有增

港股煤炭股普遍上漲,其中,蒙古焦煤漲超7%,南戈壁漲超5%,中國神華、南南資源、金馬能源漲超2%,中煤能源、中國秦發、兗礦能源皆有漲幅。消息上,據中國煤炭市場網,7月以來,高溫天氣不斷加強,電煤需求穩中有增,而供給則持續低於預期,因此動力煤市場供需關係持續向賣方傾斜,支撐價格延續上漲。截至7月16日,“CCTD環渤海動力煤現貨參考價”5500K、5000K、4500K三個規格品分別收於635、570、504元/噸,日環比分別上漲3、3、3元/噸,周環比上漲14、19、18元/噸。國投證券研報指出,在高溫驅動日耗提升下,電煤需求將得到有效支持,有望拉動動力煤價上行。(格隆匯)

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