异动解读 | 兖矿能源盘中大跌5.14%,美伊冲突缓解预期压制煤炭板块

异动解读
May 07

兖矿能源(01171)今日盘中股价大幅下挫,跌幅达5.14%,引起市场关注。

消息面上,美伊停火暂时维持,巴基斯坦外长表示相信调解结束美伊冲突能取得“重大进展”。机构指出,若本次美伊冲突缓解、对海峡封锁时间较短,煤价上涨空间将相对有限。受此预期影响,煤炭板块连续多日承压,兖矿能源近几个交易日持续走弱。

在煤炭板块整体表现分化的背景下,市场对地缘政治紧张局势缓和的预期,削弱了此前对能源供应可能受阻的担忧,从而对煤炭价格及相关股票构成压力。

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