港股异动 | 蒙古焦煤(00975)再跌超5% 焦煤生产有望进入阶段性供应收缩期 集团近期收购铜矿勘探公司

智通财经
13 Jan

智通财经APP获悉,蒙古焦煤(00975)再跌超5%,截至发稿,跌4.09%,报6.33港元,成交额2382.68万港元。

消息面上,中国煤炭运销协会发布报告称,进入2025年后,煤钢焦产业链运行未有起色,市场各环节对后市信心仍普遍缺乏,对原料采购持谨慎态度,资源冬储意愿不及往年,使得上下游的市场博弈进一步加剧,弱势品种承压较重。从焦煤供需形势看,在安监强化、市场下行的双重压力下,国有大矿利用假期主动控产成为现实,后续焦煤生产将进入阶段性的供应收缩期,供过于求的市场压力有望不再增大。

此外,蒙古焦煤此前发布公告称,将购买Universal Copper LLC公司已发行及流通股本的50.5%,购买价为2050万美元。公告显示,Universal Copper LLC主要从事铜及其他有色金属的勘探,并持有三份矿产开采特别许可证。蒙古焦煤董事会表示,此次建议收购将可能让公司的收益来源多元化,减少对单一商品的依赖。

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