智通财经APP获悉，煤炭股延续昨日下跌，截至发稿，中煤能源(01898)跌5.69%，报9.29港元；兖矿能源(01171)跌4.64%，报10.28港元；蒙古焦煤(00975)跌2.41%，报8.5港元。
宝城期货指出，9月下旬动力煤整体供需格局逐渐转宽，但由于月内强降雨以及多条运煤铁路秋检，造成煤炭供需阶段性错配，坑口、港口动力煤价格低位反弹，但考虑到淡季电煤需求季节性走弱，预计动力煤进一步上涨的空间较为有限。
长江证券指出，动力煤方面，在冬储补库拉动下，预计四季度煤价仍有支撑。后续关注终端累库情况、气温变化及非电需求走向等。焦煤方面，受宏观政策刺激、钢厂利润修复等因素影响，焦煤价格短期仍有探涨预期，上涨空间取决于下游利润修复情况，重点关注“银十”期间成材需求表现、宏观情绪及下游利润变化等。
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