港股异动 | 煤炭股多数上扬 中国神华(01088)涨超3% 中煤能源(01898)涨超2%

智通财经
31 Dec 2024

智通财经APP获悉,煤炭股多数上扬,截至发稿,中国神华(01088)涨3.37%,报33.7港元;中煤能源(01898)涨2.32%,报9.25港元;兖矿能源(01171)涨1.82%,报8.95港元;兖煤澳大利亚(03668)涨0.64%,报31.6港元。

光大证券认为,近期海外天然气价格持续上行,在海外地缘政治扰动下,传统能源价格有望上涨,煤价也有望实现触底反弹。山西证券指出,进入年末,安全考量下部分完成煤炭生产年度任务的企业减量;同时,强冷空气延续,迎峰度冬需求或进入实质性阶段,叠加临近新年,稳经济政策预计继续发力,国内煤炭价格预计以稳为主。此外,回购增持再贷款和SFISF等货币工具市场案例不断落地,套息交易有望不断深化煤炭红利价值,建议关注弹性高股息品种和稳定高股息品种。

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