港股煤炭股持续走低,中国秦发跌超9%,煤价预计延续弱势调整

新浪港股
Dec 08, 2025
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  12月8日消息,港股煤炭股持续走低,中国秦发跌超9%,力量发展金马能源中煤能源跌超3%,兖煤澳大利亚中国神华兖矿能源跌超2%。

  消息上,动力煤价格方面,上周秦港价格周环比下降,产地大同价格周环比下降。港口动力煤方面,截至12月6日,秦皇岛港动力煤(Q5500)山西产市场价791元/吨,周环比下跌27元/吨。

  信达证券研报指出,煤炭需求偏弱震荡或延续,供给约束深跌亦难为。当前正处在煤炭经济新一轮周期上行的初期,基本面、政策面共振,现阶段逢低配置煤炭板块正当时。值得注意的是,受全国气温普遍高于常年水平影响,电厂日耗持续低于预期,港口及产地价格承压回落。短期看,未来1-2周全国大部气温仍较常年偏高,需求释放或有限,煤价预计延续弱势调整。

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责任编辑:郝欣煜

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