港股异动 | 蒙古焦煤(00975)涨超6%领涨煤炭股 供给扰动叠加焦炭提涨落地执行 煤价预计高位震荡
煤炭股早盘普涨，截至发稿，蒙古焦煤(00975)涨6.2%，报4.28港元；南南资源(01229)涨5.29%，报0.179港元；易大宗(01733)涨3.62%，报1.43港元；兖矿能源(01171)涨1.78%，报14.84港元；中煤能源(01898)涨1.51%，报6.07港元。
首创证券指出，供给方面，部分煤矿复产的同时，产地仍有煤矿事故接连发生，停产煤矿增加，叠加安全检查仍有扰动，预计影响炼焦煤供应端继续减量。需求方面，下游企业开工仍处较高水平，刚需支撑较为坚挺，且临近国庆，下游补库积极，以及中间环节也在积极交易，整体炼焦煤需求边际表现偏好。加之下游焦炭市场向好，主流焦企陆续对焦炭开启提涨，并迅速落地执行，提振原料煤市场情绪。预计未来炼焦煤价保持当前水平震荡。
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