异动解读|兖矿能源盘中上涨3.54%,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 02

6月2日,兖矿能源盘中上涨3.54%,报16.16港元,成交额2.51亿港元。

消息面上,山西通洲集团留神峪煤矿瓦斯爆炸事故后,全省煤矿安全大检查持续推进,目前山西停产炼焦煤矿数量达130座,仍处停产状态112座,涉及产能1.22亿吨。陕西等多地同步跟进安全检查部署,国家发改委要求强化电煤运输保障满足顶峰发电需求。机构认为安监高压压制国内煤炭产量弹性,叠加迎峰度夏旺季临近及进口煤成本抬升,煤价第二轮大涨一触即发。煤炭板块集体走强,兖煤澳大利亚涨4.03%、力量发展涨4.63%。

(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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