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港股異動丨煤炭股走低 兗礦能源跌4.5% 雙焦期貨繼續下挫
港股煤炭股普遍走低,其中,金馬能源跌近6%,兗礦能源、蒙古能源跌4.5%,中煤能源跌2.5%,中國神華、兗煤澳大利亞跌1.5%。消息上,雙焦期貨繼續下挫。焦煤主力合約跌超5%,現報1225元/噸;焦炭主力合約跌4%,現報1712元/噸。有分析指出,煤炭行業短期受制於政策與需求雙殺,中長期面臨能源革命替代,建議規避中小型、高成本煤企。若參與反彈,需緊盯:1)冬季取暖季短期需求波動;2)穩經濟政策下鋼鐵/化工階段性復產。(格隆匯)

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