周三盘中,中国秦发集团股价大跌6.11%,引发市场广泛关注。盘中股价一度下跌5.34%,报1.24港元。
煤炭行业整体不景气是导致中国秦发股价下跌的主因。当日,港股煤炭股集体下挫,中国神华、兖矿能源等大型煤炭公司股价亦申跌约3%左右。
消息面上,中国煤炭运销协会发布报告指出,进入2025年后,煤钢焦产业链运行未现良好迹象。整体市场信心不足,下游炼钢企业原料采购意愿谨慎,上下游博弈加剧,致使焦煤等弱势品种承压严重。报告预计,在安全监管强化和市场阻力双重压力下,国有大型煤矿将主动控产,焦煤生产将进入阶段性的供应收缩期。
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