今日盘中，港股煤炭板块整体走强，其中力量发展（01277）表现抢眼，股价大涨7.89%，领跑同业。中国神华、蒙古焦炭等煤炭相关股票亦有不同程度的上涨。
分析人士指出，这波涨势或与近期煤炭行业前景向好有关。华泰证券最新研报显示，2024年煤炭进口量预计达5.4亿吨，约占国内煤炭总供给的10.2%。报告认为，在国内煤炭需求仍有增量的情况下，进口煤将成为供给的重要补充，其潜在减量趋势可能助力短期煤价企稳。
此外，随着下半年传统旺季的到来，以及数据中心等新兴领域对煤炭需求的增加，业内预计煤价有望稳步回升。华泰证券特别看好长协销售比例较高的一体化龙头公司在煤价低位阶段的盈利及现金流韧性。作为行业重要参与者之一的力量发展，此次股价大涨或反映了投资者对公司未来发展前景的积极预期。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.