异动解读 | 蒙古焦煤(00975)盘中大涨8.02%,煤炭板块获地缘冲突及需求改善支撑

异动解读
9 hours ago

蒙古焦煤(00975)今日盘中大涨8.02%,表现强劲,成为市场焦点。

消息面上,券商研报指出,中东地缘冲突持续已超过三周,国际油、气价格上涨显示出较好的持续性,情绪外溢至煤炭板块。同时,虽然动力煤需求短期面临淡季,但化工耗煤需求或持续释放,推动煤价止跌反弹;焦煤价格在短期需求的改善下,也稳中看涨。叠加海外因素的支撑,市场看好国内煤价上涨空间和持续性,继续看好板块表现。

此外,分析认为,近期地缘因素和原油偏强带来的情绪外溢仍在,焦煤价格重心上移,对成本支撑增强。蒙古焦煤作为在海外有煤炭资源布局的公司,因此受到市场关注。

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