智通财经APP获悉，煤炭股强势反弹，截至发稿，蒙古焦煤(00975)涨7.35%，报9.2港元；兖矿能源(01171)涨6.67%，报10.88港元；中煤能源(01898)涨5.46%，报9.85港元；中国神华(01088)涨3.79%，报34.25港元。
海通证券指出，节前电厂日耗环比加速下降，仍高于去年同期，十一期间全国气温仍显著偏高同期水平，预计日耗或持续下行，但考虑到经济预期改善，化工等非电需求回升及水电出力或显著减弱，叠加库存去化，煤价短期虽有震荡但仍有望维持高位。后续仍需继续关注经济复苏及需求实际释放情况，同时关注安监对主产区产量影响情况。
国泰君安指出，在当前政策组合拳下，市场对于2025年经济的预期有望扭转。煤炭板块需要“把握周期弹性”，在经济周期可能抬升背景下价格弹性上焦煤大于动力煤；此外，利率下行叠加长线资金入市，同样建议“不忽视红利核心”，红利龙头超过5%的股息率依然有较大的吸引力。
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