港股异动 | 煤炭股再度走低 焦炭第六轮提涨落地 供需两端或压制双焦上行空间

智通财经
Jun 09

智通财经APP获悉,煤炭股再度走低。截至发稿,兖矿能源(01171)跌3.79%,报14.72港元;中煤能源(01898)跌2.27%,报12.51港元;中国神华(01088)跌1.38%,报45.88港元。

消息面上,周二,双焦期货集体重挫,焦煤期货主力合约触及跌停,跌幅8%;焦炭主力合约大跌4.50%。据悉,焦炭第六轮提涨已落地。此前主流焦企对焦炭价格发函提涨,涨幅为50-55元/吨,山西部分焦企对顶装干熄焦价格上调75元/吨,计划于6月8日0时起执行,

中原期货黑色品种分析师林娜此前表示,双焦成本重心仍存抬升动力,但终端需求走弱压力逐步显现,叠加钢厂利润受限,铁水产量上行空间不足,产业链后续存在负反馈风险。同时,蒙煤维持高位通关、口岸库存持续高企,将压制本轮双焦上行空间,预计短期双焦维持偏强运行态势,但市场追高风险较大。

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