港股异动 | 煤炭股跌幅居前 3月煤炭产量及进口均维持高位机构称4月进口或明显下降

智通财经04-20

智通财经APP获悉，煤炭股跌幅居前，截至发稿，中国秦发(00866)跌3.92%，报2.94港元；中煤能源(01898)跌3.88%，报12.87港元；兖煤澳大利亚(03668)的2.64%，报36.84港元；中国神华(01088)跌2.04%，报45.04港元。

消息面上，国家统计局数据显示，3月份，规上工业原煤产量4.4亿吨，同比持平。此外，3月份进口煤炭3905.89万吨，环比增长26.23%。国泰君安证券表示，3月国内产量维持高位，进口量高位或因海关报关滞后及结构性导致。

该行指出，4月受安监加强及地缘冲突导致的内外煤价格倒挂将可能导致4月进口明显下降。同时近期沿海电厂日耗大幅攀升至同期最高值，反应了气温快速抬升下，电煤已经逐步进入淡旺季切换，基本面在快速向好。

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港股异动 | 煤炭股跌幅居前 3月煤炭产量及进口均维持高位 机构称4月进口或明显下降

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港股异动 | 煤炭股跌幅居前 3月煤炭产量及进口均维持高位机构称4月进口或明显下降