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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