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港股異動丨煤炭股普漲 中國神華漲約2% 機構指煤炭行業風險釋放後重迎配置價值
格隆匯 03-10 10:00

港股煤炭股逆勢拉昇,其中,蒙古能源、南戈壁漲超3%,兗礦能源、兗煤澳大利亞、中國秦發漲2.4%,中煤能源、中國神華漲近2%。有機構指出,隨着3月中旬煤價領先需求觸底,非電煤需求(如化工領域)逐步恢復,疊加6月迎峯度夏旺季驅動,價格有望回升。當前板塊估值處於低位,且兩會後政策落地或催化紅利資產重獲關注,煤炭行業風險釋放後重迎配置價值。在政策端後續有望加碼背景下焦煤板塊是核心。(格隆匯)

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