港股异动 | 煤炭股多数上扬 港口煤价环比上涨 地缘冲突强化能源替代逻辑

智通财经
Apr 21

智通财经APP获悉,煤炭股多数上扬,截至发稿,兖煤澳大利亚(03668)涨3.71%,报38.54港元;中煤能源(01898)涨3.43%,报13.28港元;兖矿能源(01171)涨3.18%,报14.6港元;中国神华(01088)涨2.66%,报46.38港元。

消息面上,截至4月17日,秦港Q5500动力煤平仓价为769元/吨,周环比上涨8元/吨。此外,山西证券认为,美伊冲突高不确定性对应高波动性,但油价短期难大幅下调。复苏期信号确认,煤炭PPI转正在即,煤价看涨,煤炭股有望迎来戴维斯双击。华福证券认为,看向全球,地缘政治事件频发强化了各国对能源和资源的管控意愿,同时也增强了补库以应对不确定的意愿,包括煤在内的资源涨价或已是趋势。

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