港股异动丨煤炭股普涨 中煤能源涨超3% 中国神华涨1.2%

格隆汇
May 21, 2025

港股煤炭股普涨,其中,中煤能源涨超3%,兖矿能源蒙古焦煤涨2.4%,南南资源涨1.8%,中国神华涨1.2%。消息上,中金研报称,随着煤炭供需持续宽松,价格不断探底,供应强度也有所减弱。4月原煤产量同比增幅在去年同期因安监导致的低基数上收缩至4.7%,进口量亦继续下滑。不过,需求端尚未有好转迹象,4月规上发电量同比仅增长0.9%,其中火电下滑了2.3%,水电在高基数下同比亦下降了6.5%。煤炭基本面的企稳可能要看到电力需求的明显回升。

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