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神華、首鋼資源及秦發彈2.5%-6.5% 發盈喜南南資源飆升9.5倍
上月煤炭銷量按年降12.8%的神華(01088.HK)由上市高位七連跌昨天考驗百天線(23.6元)不破後,今天股價回升高見25.05元,現報24.8元,回升2.5%。 首鋼資源(00639.HK)由上市高位(3.86元)掉頭三連跌曾累挫近22%後,今天股價曾重越50天線(3.25元),最高見3.28元,現報3.16元,回升3.3%。中國秦發(00866.HK)扭三連跌,股價高見0.51元,現報0.49元,回升6.5%。 南南資源(01229.HK)發盈喜指,由於新疆維吾爾自治區進行煤礦開採及煤炭銷售之煤礦業務收益大增至2.75億元,以及按公平值列賬之可換股債券公平值增約1,100萬元,預計截至3月止全年業績扭虧為盈轉賺約6,600萬元(上年蝕221萬元)。該股今天曾飆升至0.84元創逾六年半高,現報0.79元,飆升9.5倍,成交激增至3.42億股,為近幾年罕見。 然而,伊泰煤炭(03948.HK)繼昨天挫8%後,今天仍反覆(曾反彈至11.06元)續跌0.9%報10.68元。蒙古焦煤(00975.HK)及易大宗(01733.HK)也反覆續跌0.9%及1.3%,報2.18元及2.25元。 中焦協市場委員會以視頻方式召開6月市場分析會,山西、河北、內蒙古、山東、江蘇、陝西、江西及貴州等地的主要焦化企業參加會議。與會企業一致同意,堅持虧損不生產,沒有利潤不銷售的原則,全面限產,暫停煤炭採購;傾斜發貨,將有限資源供給信譽較好的客戶;堅守預收款政策不動搖。會議表示,目前內地經濟正處於疫情後的恢復中,各項政策在加快落地。在鋼材市場低迷狀態下焦炭依然供不應求,後期經濟恢復合理增速,焦炭供需緊張狀況將會進一步加劇。
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