智通财经APP获悉，煤炭股延续近期反弹，截至发稿，南戈壁(01878)涨12.32%，报2.37港元；蒙古焦煤(00975)涨7.38%，报8港元；兖煤澳洲(03668)涨2.58%，报29.8港元；中煤能源(01898)涨1.66%，报8.57港元。
长城证券指出，本周动力煤价格继续上涨，主要由于港口发运持续倒挂致使港口结构性缺煤情况明显，叠加南部地区高温天气支撑电煤需求，终端库存已低于去年同期水平。另一方面，非电需求抬升为煤炭需求带来边际改善叠加三季度水电出力减弱，我们预计煤价有望偏强运行。
国泰君安认为，回顾2024年，煤炭行业经历了中期压力最大的淡季及旺季，在偏极端的供需背景下整体煤价依然韧性十足；当前日耗维持历史最高水平，基本面超预期下板块向上拐点或不远。该行指出，预计板块业绩继续呈现同比改善趋势，而板块股息率在中报业绩调整后依然有平均6%以上，板块再现红利吸引力。
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