3月2日，煤炭板块午后拉升，中煤能源触及涨停，创2008年6月以来新高，恒源煤电、兖矿能源、中国神华、陕西煤业跟涨。消息面上，中信证券认为，中东地缘冲突升级，若油价上涨，或有效推涨煤价；同时，甲醇等化工品贸易物流若受到影响，国内煤化工耗煤需求也有望增加，对煤价形成利好。目前叠加印尼煤炭减量带来的出口扰动，国内煤价预期有望持续向好。
Source Link3月2日，煤炭板块午后拉升，中煤能源触及涨停，创2008年6月以来新高，恒源煤电、兖矿能源、中国神华、陕西煤业跟涨。消息面上，中信证券认为，中东地缘冲突升级，若油价上涨，或有效推涨煤价；同时，甲醇等化工品贸易物流若受到影响，国内煤化工耗煤需求也有望增加，对煤价形成利好。目前叠加印尼煤炭减量带来的出口扰动，国内煤价预期有望持续向好。
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