异动解读|兖矿能源盘中上涨3.11%,山西矿难引发安监升级煤炭供给收缩预期强化

行情直击
May 29

5月29日,兖矿能源盘中上涨3.11%,报14.59港元,成交额6555.05万港元。

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造成重大人员伤亡,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煤矿安全检查部署,安监高压预计将压制国内煤炭产量向上弹性。叠加迎峰度夏旺季临近及进口煤成本抬升,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。煤与消费用燃料板块整体走强,中国神华涨2.33%、中煤能源涨2.1%、中国秦发涨4.86%。

(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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