7月22日午后,A股煤炭板块强势爆发,山西焦煤、昊华能源等多只个股涨停。业内人士认为,此轮行情由政策强监管与夏季高温需求共振驱动,叠加板块估值处于低位,机构资金加速布局。此外,在“反内卷”政策托底、煤价中枢上移的背景下,煤炭板块或迎来业绩与估值的双提升。煤炭股集体大涨盘面显示,山西焦煤、昊华能源、山煤国际、潞安环能、淮北矿业、晋控煤业22日抱团涨停,其余煤炭股也表现不俗,平煤股份、中煤能源、...
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