消息面上,国家发改委近日召开全国迎峰度夏能源保供工作会议,部署多项举措保障电力用煤稳定供应,依托长协煤夯实电煤供应基本盘,严守电厂库存安全底线,同时强化现货价格监管,严厉打击哄抬煤价等违规行为。保供政策对冲了此前市场对煤价大幅上行的乐观预期。此外,港交所最新权益披露显示,Funde Sino Life Insurance于5月28日减持公司262.3万股,持股比例由35.00%降至34.94%,机构减持对市场情绪形成一定压制。
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