港股异动 | 地缘溢价回落煤炭股下跌 兖矿能源(01171)、兖煤澳大利亚(03668)跌超6%

中金财经
May 07

  智通财经APP获悉,煤炭股再度走低,截至发稿,兖矿能源(01171)跌6.54%,报14.73港元;兖煤澳大利亚(03668)跌6.51%,报38.18港元;中煤能源(01898)跌3.29%,报13.21港元。   消息面上,美伊缓和预期增加,地缘溢价回落,6日国际油价大幅下跌,美油、布油跌超7%。方正证券认为,煤炭板块受益当前地缘冲突带来的能源危机投资主题。若本次美伊冲突缓解、对海峡封锁时间较短,煤价上涨空间相对有限;若封锁时间较长、甚至转为常态化,煤炭价格中枢将整体上移,其作为能源压舱石的地位有望进一步巩固。   

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