金吾财讯 | 煤炭股集体走高，首钢资源(00639)涨5.73%，兖矿能源(01171)涨3.81%，中国秦发(00866)涨3.78%，中国神华(01088)涨2.42%，中煤能源(01898)涨2.26%，恒鼎实业(01393)涨1.82%，力量发展(01277)涨1.60%。从国家气候中心了解到，5月赤道中东太平洋海温进入厄尔尼诺状态，夏秋季发展成为一次中等及以上强度的厄尔尼诺事件，于秋冬季达到峰值，发生强厄尔尼诺事件的概率正在增大，预计明年春季衰减。今年春夏季厄尔尼诺处于快速发展期，大气对海温演变有显著的响应，有利于西北太平洋副热带高压明显增强，引导更多的水汽输送到我国陆地区域，尤其有利于长江以南地区降水增强，而全国大部气温较常年偏高。国泰海通证券表示，预期国内安监压力大幅增强，而地缘持续海外进口收缩，需求马上旺季来临下，预计价格第二轮大涨一触即发，且持续性与确定性非常强。再次重申战略看多今夏缺电行情及煤价，国内夏季高点突破900元/吨。
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