港股異動丨煤炭股普漲 中國神華漲超2% 券商指煤價或將穩步回升
港股煤炭股普遍上漲,其中,力量發展漲超6%,中國神華、蒙古焦炭漲超2%,兗礦能源漲1.7%,中煤能源、首鋼資源漲1.6%,南南資源、兗煤澳大利亞跟漲。華泰證券日前研報稱,2024年煤炭進口量達5.4億噸,約佔國內煤炭總供給的10.2%,在國內煤炭需求仍有增量的情況下,進口煤是供給重要補充,而進口煤的潛在減量趨勢或將助力短期煤價企穩,隨着下半年旺季到來以及數據中心等新需求加速放量,煤價或將穩步回升。看好長協銷售比例較高的一體化龍頭公司在煤價低位階段的盈利及現金流韌性。(格隆匯)

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