异动解读 | 蒙古焦煤盘中大涨5.65%,煤炭股集体走强

异动解读
23 Jul

蒙古焦煤(00975.HK)今日盘中大涨5.65%,引发市场关注。该股于早盘交易时段呈现强劲上涨势头,反映出投资者对煤炭行业前景的积极预期。

从整体市场来看,港股煤炭板块今日表现亮眼。除蒙古焦煤外,兖矿能源(01171.HK)涨4.88%,南南资源(01229.HK)涨3.70%,呈现出煤炭股集体走强的态势。分析人士指出,在煤价逐步回暖的背景下,供给侧政策预期再度催化板块情绪。预计在供给、需求预期共振的背景下,煤炭板块或迎来新一轮投资机会。

值得一提的是,蒙古焦煤于7月22日公告称,公司根据2021年6月16日采纳的购股权计划,因购股权获行使而发行合计90万股。这一消息可能在一定程度上增强了投资者对公司的信心,但不太可能是导致股价大幅上涨的主要原因。投资者应密切关注煤炭行业整体走势及相关政策动向,以把握潜在的投资机会。

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