【港股异动丨煤炭股逆势活跃 中国神华涨2% 券商指煤炭板块4月有望进入上升通道】港股煤炭股逆势普涨,其中,中国神华、易大宗、南南资源涨2%,蒙古焦炭、首钢资源、中煤能源、兖矿能源、兖煤澳大利亚均有涨幅。 消息面上,央视记者17日从国家能源集团获悉,我国最大的煤炭运输港——黄骅港再次进行扩容建设,这是黄骅港第4次扩建煤炭运输规模。 国泰君安研报指出,预计3月煤价及需求均会触及中期意义上的底部,4月随着进口煤量下滑及非电煤需求的抬升,基本面有望步入上升轨道。在政策端后续有望加码背景下焦煤板块是核心。

金融界
20 Mar
港股煤炭股逆势普涨,其中,中国神华易大宗南南资源涨2%,蒙古焦炭、首钢资源中煤能源兖矿能源兖煤澳大利亚均有涨幅。 消息面上,央视记者17日从国家能源集团获悉,我国最大的煤炭运输港——黄骅港再次进行扩容建设,这是黄骅港第4次扩建煤炭运输规模。 国泰君安研报指出,预计3月煤价及需求均会触及中期意义上的底部,4月随着进口煤量下滑及非电煤需求的抬升,基本面有望步入上升轨道。在政策端后续有望加码背景下焦煤板块是核心。

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