coal mining 煤炭股

 

 
 
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6月8日,港股三大股指低開後小幅回升,隨後再度震蕩走低,截止午盤,恆生指數跌1.18%報24668.39點,恆生科技指數跌2.4%報4771.29點,國企指數跌1.01%報8351.26點,紅籌指數跌0.44%...
大型科技股普遍下跌,阿里巴巴跌2.94%,騰訊控股跌0.79%,京東集團跌1.99%,小米集團跌0.72%,網易漲0.37%,美團跌4.82%,快手跌3.8%,嗶哩嗶哩漲1.96%;煤炭(核心股)股逆勢上漲,兗礦能源漲超2%;黃金股普跌,紫金黃金國際跌超7%;半導體(核心股)板塊繼續調整,芯智控股跌超7%,瀾起
煤炭股本周維持強勢,概念股大有能源走出五連板;培育鑽石概念股表現活躍,惠豐鑽石上周累計漲幅也超50%。 跌幅榜中,本周累計下跌的個股中,18股累計跌幅在20%以上,除了幾只退市股外,新天力
一周牛熊股亅這只煤炭股走出五連板,18股跌超20% Wind數據顯示,本周共有26只個股漲幅30%。漲幅最大的是大有能源,本周累計上漲61.19%;此外,惠豐鑽石、節能鐵漢、紅星發展等6股本周均累計漲超50%。煤炭股本周維持強勢,概念股大有能源走出五連板;培育鑽石概念股表
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 Comment:煤價
2024-11-07 美國大選落地,特朗普的順利當選估計會促進拉動內需的有關政策加快釋放。國泰君安相信2024年在整個需求下行壓力加大的背景下,煤炭顯示出了超估計的價錢韌性,體現出供求的穩態性。展望2025年,動力煤整體的震動區間可能會進一步收窄,保持紅利的投資思路;而焦煤端,2024年驗證了行業的最底部,下游鋼鐵需求2025年在政策刺激拉動下有望復蘇,迎來彈性,焦煤或為煤焦鋼產業鏈中最具彈性的品種。
 
2024-11-08 10月大宗商品進口量多數上升,大豆、天然氣、煤及褐煤漲幅居前。其中,鐵礦石、煤炭進口量維持高位,煤炭進口量連續第四個月維持在4500萬噸以上,為冬季的需求高峰做准備。
 
2024-11-08 黑色系期貨漲幅擴大,煤炭品種尤為強勢,焦炭主力合約日內大漲4.00%,現報2066.50元/噸。焦煤漲超2%,螺紋鋼、熱卷漲近2%,鐵礦石漲超1%。
 
2024-11-10 為促進全球煤炭產業鏈供給鏈國際交流與合作,在中國煤炭工業協會指導下,中國國際貿易促進委員會煤炭行業分會、中國煤炭運銷協會、上海鋼聯電子商務股權有限公司於11月9日在浙江省杭州市召開了2024中國國際煤炭貿易年會。
 
2024-11-10 煤炭股午後跌幅擴大,中煤能源跌4.22%,報9.54港元;中國神華跌2.9%,報33.5港元;兗礦能源跌2.68%,報10.18港元;蒙古焦煤跌2.58%,報9.06港元。
 
 
 Top Gain / Loss Show All Charts 
 
 Value
Name Updated Value Change Change %
ASIA COAL 06-27 10:03 0.091  0.002  2.15%
YANKUANG ENERGY 05-08 10:29 18.78  18.78  ∞%
CHINA COAL 05-08 10:51 8.72  8.72  ∞%
SANY INT'L 05-08 13:08 6.53  6.53  ∞%
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 Company Rating
Date Broker Company name Rating Target
05-28 CLSA  SANY INT'L 跑贏大市12
05-27 CLSA  SANY INT'L 跑贏大市12
05-27   SANY INT'L 買入13
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 Basic Datum
Company name Lot P/E P/B EPS DPS
SANY INT'L 1000 11.87 1.1273 0.6358 0.19
ASIA COAL 10000 -14.74 -5.2107 -0.0038 0.0
YANKUANG ENERGY 2000 4.3 0.7505 2.6199 1.6333
CHINA COAL 1000 4.26 0.6548 1.6662 0.4845
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 Company performance - Published
Date Company name Turnover* Profit* % Dividend
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