港股异动 | 蒙古焦煤(00975)涨超5% 供应偏紧需求释放 短期焦煤市场预期较好
蒙古焦煤(00975)涨超5%，截至发稿，涨4.68%，报4.03港元，成交额519.35万港元。
消息面上，大越期货指出，当前下游需求尚可，但是利润不佳问题仍制约焦企开工，提产积极性不强。然当前铁水高位运行，下游补库使得焦炭出货顺畅，焦企原料煤库存整体多处低位水平，加之近两日焦炭提涨第一轮之后，带动市场情绪向好，下游采购较为积极，预计短期焦煤稳中向好运行。
首创证券表示，供给方面，前期因事故停限产煤矿逐步恢复正常，不过部分煤矿年度生产任务完成度较高，近期产量有所下滑，供应端整体窄幅震荡。下游需求方面，钢价上涨背景下盈利能力有所恢复，生产积极性较好，铁水产量当前仍然维持较高位置。另外，下游焦钢企业往往会在四季度，出于春节假期、冬季雨雪天气影响运输等因素考虑，对炼焦煤进行冬储补库，这将有望支撑焦煤短期需求。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.