港股异动 | 南戈壁(01878)涨超10% 供应扰动频繁 煤价稳健有支撑
南戈壁(01878)涨超10%，截至发稿，涨8.02%，报2.29港元，成交额419.24万港元。
据悉，南戈壁是一家在多伦多和香港上市的煤炭供应商，主要致力于煤炭的生产、物流和销售，其主要经营地在距离中国与蒙古边境46公里的蒙古敖包特陶勒盖煤矿。
中信期货此前表示，铁水下行空间有限，刚需支撑较强，供应扰动频繁，山西煤矿事故频发，蒙古降雪和能源紧张影响蒙煤生产运输，冬储补库仍存支撑，煤焦下方空间有限。国泰君安指出，2023年煤价已完成压力测算，判断煤价在长协价上限(770元/吨)左右有较强支撑。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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