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港股異動 | 蒙古焦煤(00975)漲超7%領漲煤炭股 23年煤炭供需或雙旺 現貨煤價中樞有望依然維持高位
Zhitongcaijing·01/18/2023 02:08:07
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智通財經APP獲悉，煤炭股早盤多數走高，截至發稿，蒙古焦煤(00975)漲5.62%，報2.82港元；弘海高新資源(00065)漲4.69%，報0.67港元；兗煤澳大利亞(03668)漲2.76%，報33.5港元；力量發展(01277)漲1.67%，報0.61港元；兗礦能源(01171)漲1.52%，報26.7港元。
海通國際發佈研報稱，隨着經濟加快復甦，23年我國煤炭需求有望擴張。供給端，23年煤炭產量或將繼續保持增長態勢，主產區或同比增長1.1億噸左右，且國內電煤中長期合同覆蓋範圍將進一步擴大。進口端，由於地緣衝突及國際能源價格高位影響，雖然22年進口同比減少3000萬噸左右，但23年大幅增長的可能性不大。該行預計23年供需整體平衡，現貨煤價中樞有望依然維持高位。
此外，隨着春節假期逐漸臨近，電廠日耗顯著低於近幾年同期水平，非電需求短期也難以提振。供給端生產積極性亦有減弱，歲末年初供需整體雙弱，在23年春節前最後一波補庫帶動下，港口煤價繼續反彈，預計短期或弱勢趨穩，後續仍需繼續關注政策調控力度及下游需求實際釋放情況。
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① During the campaign period, US stocks, US stocks short selling, US stock options, Hong Kong stocks, and A-shares trading will maintain at $0 commission, and no subscription/redemption fees for mutual fund transactions. $0 fee offer has a time limit, until further notice. For more information, please visit: https://www.webull.hk/pricing
Webull Securities Limited is licensed with the Securities and Futures Commission of Hong Kong (CE No. BNG700) for carrying out Type 1 License for Dealing in Securities, Type 2 License for Dealing in Futures Contracts and Type 4 License for Advising on Securities.
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