盤中異動 | 煤炭股走高蒙古焦煤漲超7%,23年煤炭供需或雙旺
煤炭股早盤多數走高,截至發稿,蒙古焦煤(00975)漲7.87%,報2.88港元;兗煤澳大利亞(03668)漲2.61%,報33.45港元;力量發展(01277)漲1.67%,報0.61港元;兗礦能源(01171)漲1.90%,報26.8港元;弘海高新資源(00065)漲1.56%,報0.65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遊需求實際釋放情況。
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