西藏珠峯漲6.5%,陝西煤業等多股跟漲 資源ETF早盤震盪

開盤以來,成分股西藏珠峯漲6.51%,陝西煤業、金鉬股份、山西焦化等股漲超3%,鵬欣資源、華陽股份、北方稀土、寶泰隆等多股跟漲。截至發稿,資源ETF(510410)漲超1.5%,成交額超750億,換手率1.56%。

消息面上,發改委界定區分動力煤,認爲銷售給發電、供熱企業或熱值<6000大卡的煤炭一般可視爲動力煤,≥6000大卡或煉焦、化工用煤不按照動力煤要求監管。

海通證券表示,全球來看,煤炭供應緊張局勢難改,國內政策監管加強,但不改煤價中樞高位邏輯,繼續看好板塊機會,短期因疫情反覆或有一定擾動,但回調即是佈局好時機,繼續看好需求恢復+穩增長+中報業績帶動的板塊行情。


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  • LIAN230221
    ·2022-06-05

    [Miser] [Miser] [Miser] 

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  • XIN.wyanny80c
    ·2022-06-05
    Wow
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  • CMaster
    ·2022-06-05
    Wa
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  • 花喵喵
    ·2022-06-05
    [微笑]
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  • 168隔壁小王
    ·2022-06-05
    👍
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    ·2022-06-05
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