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coal 2022-06-27 11:45 財經茄呢啡 煤炭板塊全員走上,南戈壁漲5.80%,兗礦能源漲5.03%,伊泰煤炭漲4.83%,中煤能源漲4.77%,中國神華漲4.69%,蒙古焦煤漲3.64%。
coal 2022-06-26 11:47 財經茄呢啡 該企業以煤炭生產加工為主,地處陝西省咸陽市彬長礦區,產業涵蓋煤炭、新材料、鐵路運輸、礦機和餐飲旅游等多個方面。擁有優質煤炭資源儲量7億噸以上,重要煤種為氣煤、不粘煤和1/3焦煤等,企業原煤年產能近1000萬噸。
coal 2022-06-20 11:47 財經茄呢啡 當前煤炭基本面處於供緊需增階段,價位仍表現出較強的向上動能。對於國內煤價,發改委明確對電煤的年度長協和現貨價位都存在限價政策,未來大部分動力煤公司表現出業績穩定性和高分紅更趨於公用事業屬性,整體將會拔估值;化工原料煤以及水泥建材用煤仍有一定彈性,海外煤和煉焦煤具有完全彈性,漲價仍是股價的主要催化劑。大部分煤企高分紅高股息率,且多數估值僅5-6倍,安全邊際高,煤炭股的配置價值尤為凸顯。
coal 2022-06-16 11:49 財經茄呢啡 由於全球煤炭供需緊張,國常會決定今年新增煤炭產量3億噸。有券商預期,2023年新增目標煤炭產量或為0.9億噸。有業內人士對財聯社記者認為,煤炭保供增產對煤機行業有正面影響,持續擴張的煤炭產能或將有幫推動煤機市場再度進入市場銷售高峰期。
coal 2022-06-16 11:49 財經茄呢啡 「從資源情況看,晉陝蒙等主產地仍有一定增產潛力。」中國煤炭工業協會紀委書記、副秘書長張宏在接受《經濟參考報》記者采訪時相信,今年迎峰度夏期間估計煤炭需求將逐步回暖,國內煤炭產量將維持較快增加態勢,但短期內煤炭進口難有明顯增加。
coal 2022-06-16 11:49 財經茄呢啡 格隆匯6月16日亅港A兩地煤炭股大幅下跌,港股方面,首鋼資源跌7.25%,兗礦能源、中煤能源跌超4%,中國神華、蒙古焦煤、蒙古能源跌超3%,兗煤澳大利亞、伊泰煤炭跟跌;A股方面,廣匯能源跌7.69%,山西焦煤、兗礦能源跌超6%,平煤股權、盤江股權、大有能源跌超5%,晉控煤業、潞安環能、陝西煤業、靖遠煤業、華陽股權跌超4%。動力煤期貨跌2.52%,焦煤期貨跌4.24%,焦炭期貨跌4.19%。
coal 2022-06-14 11:57 財經茄呢啡 全球通膨議題再起,油價保持每桶120美元,煤炭價錢更飆漲了4倍之多,就算台灣能源需求大,但煤炭進口量卻大幅消減;依據主計總處國情統計通報顯示,我國今年1至4月國際商港貨物裝卸量2億3875萬計費噸,較去年同期消減2.4%,其中,貨物裝卸量消減最多的是煤炭(占4.6%)、較去年同期消減11.1%最多,鐵礦砂(占 3.7%)、鐵礦石(占 3.1 %),分別消減6.8%及3.8%。
coal 2022-06-14 11:57 財經茄呢啡 新的煤炭價錢形成機制已施行,煤炭產能也在逐漸釋放。煤電既然承擔了「保供」的責任,那必須也得要有「保煤電」的措施陸續上馬才行。
coal 2022-06-14 11:57 財經茄呢啡 財聯社6月14日電,鄭州煤電4連板,晉控煤業、安源煤業、大有能源、上海能源、陝西黑貓、新集能源等跟漲。開源證券研報指出國際煤價處於高位,這將繼續影響國內進口煤,對國內沿海地區用煤做成一定影響,對國內煤炭市場形成一定支持。
coal 2022-06-14 11:57 財經茄呢啡 4)2016-2020年:供應側改革期。在前期產能過剩的背景下,政府出台多項政策引導煤炭行業啟動自上而下的去產能活動,2016年,《關於煤炭行業化解過剩產能實現脫困發展的意見》標志著煤炭行業真正開始供應側改革,2016-2019 三年淘汰落後產能合計約8億噸,同一時間隨著宏觀經濟增速恢復和供應側改革的深化,煤炭需求回暖,行業景氣再次回升。
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