异动解读|兖矿能源盘中上涨3.02%,安监升级叠加迎峰度夏煤炭供给收缩预期持续强化

行情直击
Jun 01

6月1日,兖矿能源盘中上涨3.02%,报14.97港元,成交额1.15亿港元。

消息面上,5月22日山西通洲集团留神峪煤矿发生瓦斯爆炸事故,山西全省启动煤矿安全大检查,目前山西炼焦煤矿停产数量已升至109座,产能总计1.22亿吨,陕西等多地同步跟进安全检查部署。叠加迎峰度夏旺季临近及进口煤成本抬升,机构预计煤价第二轮大涨一触即发。公司此前表示预计全年动力煤价格稳中有升,价格中枢高于上年。煤炭板块今日集体走强,中煤能源涨2.77%、兖煤澳大利亚涨2.63%、中国神华涨2.17%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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