港股异动 | 煤炭股多数走低 需求弱势运行 电厂日耗有望支撑煤价
煤炭股多数走低，截至发稿，南南资源(01229)跌4.85%，报0.157港元；兖矿能源(01171)跌3.9%，报11.24港元；中煤能源(01898)跌3.28%，报9.13港元；首钢资源(00639)跌1.9%，报3.1港元。
消息面上，据中国煤炭市场网，产地方面，榆林区域价格小幅下跌，虽然下旬供给有收缩预期，但是由于需求持续偏弱，坑口库存积累。鄂尔多斯区域受需求趋淡和外购价格下调影响，市场看空情绪较浓。晋北区域交投活跃度继续下降，部分煤矿迎合市场氛围，价格小幅下调。港口方面，需求延续低迷，少量询货报价偏低，成交较难。
中泰证券指出，6月以来受到水电冲击，以及“梅雨”季节的降温天气，煤价呈现震荡弱势运行。展望未来，该行认为动力煤价格仍将呈现高位震荡趋势，不具备大幅下跌基础，主要系1）电厂日耗仍处于攀升过程，需求改善仍在继续。2）铁路优惠政策或将到期，产地和港口煤价倒挂预期加剧。
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