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港股異動 | 煤炭股走強 供不應求格局仍在,動力煤景氣上行
格隆匯11月23日丨南南資源大漲近21%領漲,兗煤澳大利亞和中煤能源漲約4%。機構最新研報稱,在冬季取暖、經濟復甦所致生產需求增加等多重因素影響下,預計今冬至明年,動力煤供需缺口依然較大,價格具有較強的向上動能。明年全煤炭口徑或存在7000萬噸供給缺口,其中5000萬噸缺口都來自動力煤。供不應求的格局是動力煤價格持續向上的基礎動能。

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