金吾财讯 | 煤炭股部分走强，截至发稿，蒙古能源(00276)涨5.36%，汇力资源(01303)涨1.72%，力量发展(01277)涨0.79%，易大宗(01733)涨1.00%，中国神华(01088)涨0.95%。消息面上，中信证券表示，今年以来环渤海港动力煤市场价最高累计下跌10%，跌幅超出市场预期。近期煤价企稳反弹，该行认为全年煤价底部已基本明朗，即便后续4月淡季动力煤价调整，底部或有望维持在670元以上，全年均价预期仍有望达到750元以上。焦煤方面，当前山西吕梁主焦煤价格已跌至近十年来16%分位，处于2016年供给侧改革以来相对低点。日前，光大证券表示当前焦煤价格可能已经接近底部区域。在经历了焦煤价格、股价共振下行后，目前部分焦煤企业市净率已低于1.0倍，当前已具备配置的性价比。
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