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《大行》大摩:山西煤礦事故引發多地安全自查 短期內或支撐動力煤漲價
山西長治市沁源縣山西通洲集團留神峪煤礦上周五(22日)晚發生煤礦爆炸事故,造成82人死亡,128人受傷,兩人失蹤。摩根士丹利發表報告指,事故發生後,沁源縣所有煤礦立即停產進行安全自查。根據Sxcoal數據,該縣有25座在產煤礦,年總產能2,740萬噸,基本上均為焦煤礦。該行稱,受事件影響,包括陝西、內蒙古、河南,以及山西的臨汾和呂梁等其他省市,已指示當地煤礦...
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《大行》大摩:山西煤礦事故引發多地安全自查 短期內或支撐動力煤漲價
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山西長治市沁源縣山西通洲集團留神峪煤礦上周五(22日)晚發生煤礦爆炸事故,造成82人死亡,128人受傷,兩人失蹤。摩根士丹利發表報告指,事故發生後,沁源縣所有煤礦立即停產進行安全自查。根據Sxcoal數據,該縣有25座在產煤礦,年總產能2,740萬噸,基本上均為焦煤礦。

該行稱,受事件影響,包括陝西、內蒙古、河南,以及山西的臨汾和呂梁等其他省市,已指示當地煤礦在上週末進行安全自查,這可能總共導致超過8,000萬噸的產能遭到暫停。大多數被暫停的煤礦為焦煤礦,儘管6、7月為耗煤淡季,這將對焦煤價格構成支撐。同時,此次事故引發了市場對中央政府可能展開新一輪更嚴格檢查的擔憂,這也可能導致動力煤供應緊張。在夏季用電高峰期間,這可能促使電廠加速補庫存,從而在短期內支撐動力煤價格上漲。(da/a)

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